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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 | $81,358+68.0% | $155,556-12.1% | $80,959+68.8% |
| Participation rate | 70.5% | 66.3%+4.2pp | 78.2%-7.8pp | 67.7%+2.8pp |
| Annual return | 14.60% | 33.39%-18.8pp | 64.84%-50.2pp | 35.67%-21.1pp |
| Employer contribution / active EE | $4,498 | $3,106+44.8% | $4,675-3.8% | $2,757+63.1% |
| Participant deferral / active EE | $2,124 | $3,455-38.5% | $5,631-62.3% | $4,300-50.6% |
| Admin fee / account holder | $1,024 | $7,994-87.2% | $15,885-93.6% | $6,925-85.2% |