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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 | $149,795 | $78,015+92.0% | $178,505-16.1% | $80,959+85.0% |
| Participation rate | 92.5% | 65.7%+26.8pp | 77.1%+15.4pp | 67.7%+24.8pp |
| Annual return | 17.77% | 18.10%-0.3pp | 27.16%-9.4pp | 35.67%-17.9pp |
| Employer contribution / active EE | $3,184 | $2,281+39.5% | $3,955-19.5% | $2,757+15.5% |
| Participant deferral / active EE | $8,567 | $4,406+94.5% | $6,280+36.4% | $4,300+99.2% |
| Admin fee / account holder | $818 | $7,160-88.6% | $10,428-92.2% | $6,925-88.2% |