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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 | $137,254 | $77,962+76.1% | $178,540-23.1% | $80,935+69.6% |
| Participation rate | 81.9% | 65.7%+16.3pp | 77.1%+4.8pp | 67.7%+14.3pp |
| Annual return | 15.98% | 18.10%-2.1pp | 27.15%-11.2pp | 35.66%-19.7pp |
| Employer contribution / active EE | $2,524 | $2,280+10.7% | $3,953-36.2% | $2,757-8.5% |
| Participant deferral / active EE | $13,485 | $4,404+206.2% | $6,281+114.7% | $4,299+213.7% |
| Admin fee / account holder | $1,555 | $7,156-78.3% | $10,424-85.1% | $6,924-77.5% |