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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 | $148,123 | $81,504+81.7% | $102,437+44.6% | $80,959+83.0% |
| Participation rate | 74.2% | 66.9%+7.3pp | 74.5%-0.3pp | 67.7%+6.5pp |
| Annual return | 13.55% | 25.60%-12.0pp | 24.95%-11.4pp | 35.67%-22.1pp |
| Employer contribution / active EE | $2,406 | $3,104-22.5% | $3,871-37.8% | $2,757-12.7% |
| Participant deferral / active EE | $3,867 | $3,871-0.1% | $5,060-23.6% | $4,300-10.1% |
| Admin fee / account holder | $1,691 | $6,719-74.8% | $8,388-79.8% | $6,925-75.6% |