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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 | $141,087 | $72,273+95.2% | $101,275+39.3% | $79,856+76.7% |
| Participation rate | 84.4% | 68.5%+15.9pp | 75.8%+8.6pp | 69.6%+14.7pp |
| Annual return | 13.02% | 22.30%-9.3pp | 46.48%-33.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,972 | $2,691-26.7% | $3,660-46.1% | $2,471-20.2% |
| Participant deferral / active EE | $7,167 | $3,282+118.4% | $4,371+64.0% | $3,741+91.6% |
| Admin fee / account holder | $3,031 | $4,401-31.1% | $5,948-49.0% | $5,306-42.9% |