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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 | $174,779 | $72,492+141.1% | $87,104+100.7% | $72,975+139.5% |
| Participation rate | 73.5% | 72.8%+0.7pp | 76.9%-3.3pp | 69.5%+4.0pp |
| Annual return | 21.79% | 24.46%-2.7pp | 28.19%-6.4pp | 81.01%-59.2pp |
| Employer contribution / active EE | $11,857 | $1,894+526.1% | $2,521+370.3% | $2,440+385.9% |
| Participant deferral / active EE | $2,568 | $3,270-21.5% | $4,048-36.6% | $3,608-28.8% |
| Admin fee / account holder | $714 | $5,055-85.9% | $7,491-90.5% | $5,124-86.1% |