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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 | $151,890 | $67,602+124.7% | $82,312+84.5% | $70,126+116.6% |
| Participation rate | 83.8% | 72.8%+11.0pp | 76.9%+6.9pp | 69.5%+14.2pp |
| Annual return | 20.20% | 21.57%-1.4pp | 25.88%-5.7pp | 73.15%-53.0pp |
| Employer contribution / active EE | $2,783 | $1,755+58.6% | $2,428+14.6% | $2,343+18.8% |
| Participant deferral / active EE | $2,550 | $2,987-14.6% | $3,706-31.2% | $3,332-23.5% |
| Admin fee / account holder | $1,603 | $4,512-64.5% | $5,608-71.4% | $4,645-65.5% |