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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 | $149,039 | $77,638+92.0% | $156,551-4.8% | $62,881+137.0% |
| Participation rate | 88.5% | 71.2%+17.3pp | 84.0%+4.4pp | 69.3%+19.2pp |
| Annual return | 11.10% | 50.33%-39.2pp | 32.23%-21.1pp | 20.14%-9.0pp |
| Employer contribution / active EE | $2,851 | $3,444-17.2% | $5,501-48.2% | $2,281+25.0% |
| Participant deferral / active EE | $6,900 | $3,046+126.6% | $4,871+41.7% | $3,203+115.4% |
| Admin fee / account holder | $1,399 | $5,561-74.8% | $13,028-89.3% | $4,296-67.4% |