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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 | $148,971 | $58,493+154.7% | $84,021+77.3% | $72,975+104.1% |
| Participation rate | 90.4% | 61.2%+29.2pp | 69.0%+21.4pp | 69.5%+20.9pp |
| Annual return | 22.96% | 28.93%-6.0pp | 71.32%-48.4pp | 81.01%-58.1pp |
| Employer contribution / active EE | $2,037 | $1,163+75.1% | $1,984+2.7% | $2,440-16.5% |
| Participant deferral / active EE | $5,373 | $2,394+124.5% | $3,239+65.9% | $3,608+48.9% |
| Admin fee / account holder | $7,629 | $4,569+67.0% | $6,102+25.0% | $5,124+48.9% |