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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 | $151,114 | $72,486+108.5% | $87,103+73.5% | $72,976+107.1% |
| Participation rate | 81.6% | 72.8%+8.8pp | 76.9%+4.7pp | 69.5%+12.1pp |
| Annual return | 20.90% | 24.46%-3.6pp | 28.19%-7.3pp | 81.02%-60.1pp |
| Employer contribution / active EE | $1,993 | $1,894+5.2% | $2,521-20.9% | $2,440-18.3% |
| Participant deferral / active EE | $4,460 | $3,270+36.4% | $4,049+10.2% | $3,608+23.6% |
| Admin fee / account holder | $439 | $5,055-91.3% | $7,491-94.1% | $5,124-91.4% |