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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 | $154,477 | $106,749+44.7% | $145,433+6.2% | $82,448+87.4% |
| Participation rate | 78.6% | 75.6%+2.9pp | 82.1%-3.5pp | 68.1%+10.5pp |
| Annual return | 17.36% | 27.59%-10.2pp | 66.58%-49.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $4,823 | $3,444+40.0% | $4,554+5.9% | $2,551+89.1% |
| Participant deferral / active EE | $13,294 | $6,519+103.9% | $7,897+68.3% | $4,139+221.2% |
| Admin fee / account holder | $12,428 | $8,390+48.1% | $13,129-5.3% | $7,234+71.8% |