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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 | $144,765 | $93,617+54.6% | $135,982+6.5% | $75,177+92.6% |
| Participation rate | 94.4% | 75.2%+19.2pp | 81.9%+12.5pp | 67.2%+27.2pp |
| Annual return | 18.31% | 30.89%-12.6pp | 68.32%-50.0pp | 160.75%-142.4pp |
| Employer contribution / active EE | $1,834 | $3,538-48.2% | $4,859-62.3% | $2,671-31.3% |
| Participant deferral / active EE | $8,679 | $6,406+35.5% | $7,760+11.8% | $4,126+110.3% |
| Admin fee / account holder | $1,326 | $6,980-81.0% | $10,767-87.7% | $5,651-76.5% |