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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 | $153,569 | $97,648+57.3% | $121,663+26.2% | $87,485+75.5% |
| Participation rate | 75.7% | 70.5%+5.2pp | 74.5%+1.2pp | 68.9%+6.7pp |
| Annual return | 18.23% | 18.03%+0.2pp | 147.54%-129.3pp | 26.06%-7.8pp |
| Employer contribution / active EE | $2,979 | $2,300+29.5% | $3,020-1.3% | $2,596+14.8% |
| Participant deferral / active EE | $7,809 | $3,923+99.0% | $4,887+59.8% | $4,274+82.7% |
| Admin fee / account holder | $1,449 | $11,100-86.9% | $14,289-89.9% | $7,775-81.4% |