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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 | $136,952 | $73,988+85.1% | $96,538+41.9% | $75,177+82.2% |
| Participation rate | 80.5% | 66.4%+14.1pp | 74.3%+6.2pp | 67.2%+13.3pp |
| Annual return | 16.39% | 26.73%-10.3pp | 35.74%-19.4pp | 160.75%-144.4pp |
| Employer contribution / active EE | $2,891 | $2,930-1.4% | $3,740-22.7% | $2,671+8.2% |
| Participant deferral / active EE | $8,480 | $3,660+131.7% | $4,880+73.7% | $4,126+105.5% |
| Admin fee / account holder | $8,329 | $5,220+59.6% | $6,737+23.6% | $5,651+47.4% |