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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,079 | $81,504+79.2% | $102,437+42.6% | $80,959+80.4% |
| Participation rate | 75.4% | 66.9%+8.6pp | 74.5%+0.9pp | 67.7%+7.7pp |
| Annual return | 13.39% | 25.60%-12.2pp | 24.95%-11.6pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,943 | $3,104-37.4% | $3,871-49.8% | $2,757-29.5% |
| Participant deferral / active EE | $7,450 | $3,871+92.5% | $5,060+47.2% | $4,300+73.2% |
| Admin fee / account holder | $337 | $6,719-95.0% | $8,388-96.0% | $6,925-95.1% |