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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 | $139,817 | $77,638+80.1% | $156,551-10.7% | $62,881+122.4% |
| Participation rate | 75.6% | 71.2%+4.4pp | 84.0%-8.5pp | 69.3%+6.3pp |
| Annual return | 6.81% | 50.33%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,189 | $3,444-36.4% | $5,501-60.2% | $2,281-4.0% |
| Participant deferral / active EE | $3,996 | $3,046+31.2% | $4,871-18.0% | $3,203+24.7% |
| Admin fee / account holder | $875 | $5,561-84.3% | $13,028-93.3% | $4,296-79.6% |