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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 | $165,525 | $81,504+103.1% | $102,437+61.6% | $80,959+104.5% |
| Participation rate | 84.1% | 66.9%+17.2pp | 74.5%+9.6pp | 67.7%+16.4pp |
| Annual return | 14.41% | 25.60%-11.2pp | 24.95%-10.5pp | 35.67%-21.3pp |
| Employer contribution / active EE | $4,067 | $3,104+31.0% | $3,871+5.1% | $2,757+47.5% |
| Participant deferral / active EE | $6,928 | $3,871+79.0% | $5,060+36.9% | $4,300+61.1% |
| Admin fee / account holder | $5,102 | $6,719-24.1% | $8,388-39.2% | $6,925-26.3% |