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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 | $145,388 | $87,132+66.9% | $105,624+37.6% | $80,959+79.6% |
| Participation rate | 76.9% | 70.4%+6.5pp | 75.3%+1.7pp | 67.7%+9.3pp |
| Annual return | 14.48% | 17.03%-2.5pp | 116.20%-101.7pp | 35.67%-21.2pp |
| Employer contribution / active EE | $2,522 | $2,397+5.2% | $3,168-20.4% | $2,757-8.5% |
| Participant deferral / active EE | $4,852 | $3,985+21.7% | $5,013-3.2% | $4,300+12.8% |
| Admin fee / account holder | $4,850 | $8,449-42.6% | $10,961-55.8% | $6,925-30.0% |