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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 | $147,112 | $67,602+117.6% | $82,312+78.7% | $70,126+109.8% |
| Participation rate | 73.5% | 72.8%+0.8pp | 76.9%-3.4pp | 69.5%+4.0pp |
| Annual return | 21.30% | 21.57%-0.3pp | 25.88%-4.6pp | 73.15%-51.9pp |
| Employer contribution / active EE | $3,551 | $1,755+102.3% | $2,428+46.2% | $2,343+51.6% |
| Participant deferral / active EE | $2,486 | $2,987-16.8% | $3,706-32.9% | $3,332-25.4% |
| Admin fee / account holder | $2,766 | $4,512-38.7% | $5,608-50.7% | $4,645-40.5% |