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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 | $148,060 | $87,834+68.6% | $133,975+10.5% | $62,881+135.5% |
| Participation rate | 84.9% | 83.4%+1.6pp | 87.1%-2.1pp | 69.3%+15.6pp |
| Annual return | 12.42% | 12.05%+0.4pp | 29.29%-16.9pp | 20.14%-7.7pp |
| Employer contribution / active EE | $5,742 | $3,482+64.9% | $5,211+10.2% | $2,281+151.7% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,525 | $5,372+40.1% | $9,324-19.3% | $4,296+75.2% |