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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 | $146,563 | $87,733+67.1% | $106,554+37.5% | $85,851+70.7% |
| Participation rate | 77.8% | 71.9%+5.8pp | 76.1%+1.6pp | 69.3%+8.5pp |
| Annual return | 18.59% | 21.86%-3.3pp | 26.80%-8.2pp | 318.63%-300.0pp |
| Employer contribution / active EE | $1,129 | $2,073-45.5% | $2,819-60.0% | $2,565-56.0% |
| Participant deferral / active EE | $4,756 | $3,469+37.1% | $4,398+8.1% | $3,952+20.3% |
| Admin fee / account holder | $7,607 | $6,767+12.4% | $7,408+2.7% | $6,261+21.5% |