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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 | $133,206 | $81,331+63.8% | $155,534-14.4% | $80,935+64.6% |
| Participation rate | 74.5% | 66.3%+8.2pp | 78.2%-3.7pp | 67.7%+6.8pp |
| Annual return | 13.59% | 33.37%-19.8pp | 64.92%-51.3pp | 35.66%-22.1pp |
| Employer contribution / active EE | $2,330 | $3,105-25.0% | $4,675-50.2% | $2,757-15.5% |
| Participant deferral / active EE | $4,670 | $3,454+35.2% | $5,630-17.1% | $4,299+8.6% |
| Admin fee / account holder | $12,624 | $7,999+57.8% | $15,900-20.6% | $6,924+82.3% |