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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 | $144,314 | $65,034+121.9% | $90,970+58.6% | $79,856+80.7% |
| Participation rate | 72.7% | 61.6%+11.1pp | 69.0%+3.7pp | 69.6%+3.1pp |
| Annual return | 14.25% | 30.45%-16.2pp | 134.60%-120.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,435 | $1,247+15.0% | $2,122-32.4% | $2,471-41.9% |
| Participant deferral / active EE | $4,595 | $2,512+82.9% | $3,373+36.2% | $3,741+22.8% |
| Admin fee / account holder | $5,054 | $4,536+11.4% | $5,961-15.2% | $5,306-4.7% |