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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 | $155,536 | $72,027+115.9% | $185,861-16.3% | $79,856+94.8% |
| Participation rate | 80.0% | 65.8%+14.2pp | 78.0%+2.0pp | 69.6%+10.4pp |
| Annual return | 18.31% | 23.13%-4.8pp | 35.96%-17.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $4,194 | $1,965+113.4% | $4,088+2.6% | $2,471+69.7% |
| Participant deferral / active EE | $9,328 | $3,780+146.8% | $5,634+65.6% | $3,741+149.4% |
| Admin fee / account holder | $974 | $4,513-78.4% | $9,503-89.8% | $5,306-81.6% |