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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 | $167,025 | $77,638+115.1% | $156,551+6.7% | $62,881+165.6% |
| Participation rate | 77.8% | 71.2%+6.6pp | 84.0%-6.2pp | 69.3%+8.5pp |
| Annual return | 8.36% | 50.33%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,401 | $3,444-30.3% | $5,501-56.3% | $2,281+5.3% |
| Participant deferral / active EE | $4,403 | $3,046+44.6% | $4,871-9.6% | $3,203+37.5% |
| Admin fee / account holder | $3,631 | $5,561-34.7% | $13,028-72.1% | $4,296-15.5% |