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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 | $160,806 | $78,425+105.0% | $95,956+67.6% | $79,858+101.4% |
| Participation rate | 79.1% | 73.5%+5.6pp | 77.1%+2.0pp | 69.6%+9.4pp |
| Annual return | 15.99% | 19.37%-3.4pp | 91.63%-75.6pp | 31.72%-15.7pp |
| Employer contribution / active EE | $1,878 | $1,945-3.4% | $2,541-26.1% | $2,471-24.0% |
| Participant deferral / active EE | $3,524 | $3,440+2.4% | $4,167-15.4% | $3,740-5.8% |
| Admin fee / account holder | $4,324 | $5,622-23.1% | $6,797-36.4% | $5,306-18.5% |