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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 | $144,336 | $86,891+66.1% | $142,460+1.3% | $75,181+92.0% |
| Participation rate | 73.4% | 68.5%+4.9pp | 76.8%-3.4pp | 67.2%+6.2pp |
| Annual return | 19.25% | 23.31%-4.1pp | 19.99%-0.7pp | 160.69%-141.4pp |
| Employer contribution / active EE | $2,715 | $3,355-19.1% | $4,847-44.0% | $2,671+1.7% |
| Participant deferral / active EE | $3,594 | $4,938-27.2% | $6,283-42.8% | $4,126-12.9% |
| Admin fee / account holder | $12,935 | $7,299+77.2% | $10,011+29.2% | $5,650+128.9% |