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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 | $135,774 | $65,361+107.7% | $92,903+46.1% | $72,983+86.0% |
| Participation rate | 70.0% | 68.3%+1.7pp | 76.0%-6.0pp | 69.5%+0.5pp |
| Annual return | 21.64% | 42.11%-20.5pp | 109.43%-87.8pp | 81.01%-59.4pp |
| Employer contribution / active EE | $2,068 | $2,594-20.3% | $3,653-43.4% | $2,440-15.2% |
| Participant deferral / active EE | $8,277 | $3,128+164.6% | $4,238+95.3% | $3,608+129.4% |
| Admin fee / account holder | $2,783 | $4,251-34.5% | $5,795-52.0% | $5,124-45.7% |