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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 | $136,673 | $81,233+68.2% | $155,567-12.1% | $80,874+69.0% |
| Participation rate | 70.5% | 66.2%+4.2pp | 78.2%-7.7pp | 67.6%+2.8pp |
| Annual return | 14.60% | 33.33%-18.7pp | 64.74%-50.1pp | 35.62%-21.0pp |
| Employer contribution / active EE | $4,498 | $3,101+45.1% | $4,674-3.8% | $2,756+63.2% |
| Participant deferral / active EE | $2,124 | $3,452-38.5% | $5,628-62.3% | $4,297-50.6% |
| Admin fee / account holder | $1,024 | $7,998-87.2% | $15,916-93.6% | $6,935-85.2% |