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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 | $134,272 | $77,638+72.9% | $156,551-14.2% | $62,881+113.5% |
| Participation rate | 92.6% | 71.2%+21.4pp | 84.0%+8.6pp | 69.3%+23.3pp |
| Annual return | 8.49% | 50.33%-41.8pp | 32.23%-23.7pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,544 | $3,444-55.2% | $5,501-71.9% | $2,281-32.3% |
| Participant deferral / active EE | $3,472 | $3,046+14.0% | $4,871-28.7% | $3,203+8.4% |
| Admin fee / account holder | $3,547 | $5,561-36.2% | $13,028-72.8% | $4,296-17.4% |