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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 | $150,704 | $73,955+103.8% | $96,520+56.1% | $75,181+100.5% |
| Participation rate | 74.1% | 66.4%+7.7pp | 74.3%-0.3pp | 67.2%+6.9pp |
| Annual return | 13.88% | 26.72%-12.8pp | 35.72%-21.8pp | 160.69%-146.8pp |
| Employer contribution / active EE | $4,562 | $2,930+55.7% | $3,739+22.0% | $2,671+70.8% |
| Participant deferral / active EE | $4,573 | $3,659+25.0% | $4,879-6.3% | $4,126+10.8% |
| Admin fee / account holder | $2,382 | $5,217-54.3% | $6,733-64.6% | $5,650-57.8% |