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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 | $150,445 | $78,690+91.2% | $161,489-6.8% | $87,485+72.0% |
| Participation rate | 74.2% | 67.5%+6.7pp | 78.7%-4.5pp | 68.9%+5.3pp |
| Annual return | 16.01% | 32.74%-16.7pp | 89.72%-73.7pp | 26.06%-10.0pp |
| Employer contribution / active EE | $2,651 | $2,588+2.4% | $4,268-37.9% | $2,596+2.1% |
| Participant deferral / active EE | $5,827 | $3,311+76.0% | $5,630+3.5% | $4,274+36.4% |
| Admin fee / account holder | $1,280 | $6,724-81.0% | $16,006-92.0% | $7,775-83.5% |