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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 | $146,343 | $78,690+86.0% | $161,489-9.4% | $87,485+67.3% |
| Participation rate | 73.1% | 67.5%+5.6pp | 78.7%-5.6pp | 68.9%+4.1pp |
| Annual return | 20.46% | 32.74%-12.3pp | 89.72%-69.3pp | 26.06%-5.6pp |
| Employer contribution / active EE | $7,299 | $2,588+182.0% | $4,268+71.0% | $2,596+181.1% |
| Participant deferral / active EE | $5,980 | $3,311+80.6% | $5,630+6.2% | $4,274+39.9% |
| Admin fee / account holder | $2,491 | $6,724-63.0% | $16,006-84.4% | $7,775-68.0% |