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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 | $146,838 | $78,423+87.2% | $95,964+53.0% | $79,856+83.9% |
| Participation rate | 87.5% | 73.5%+14.0pp | 77.1%+10.4pp | 69.6%+17.9pp |
| Annual return | 14.50% | 19.37%-4.9pp | 91.64%-77.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,628 | $1,945-16.3% | $2,541-35.9% | $2,471-34.1% |
| Participant deferral / active EE | $4,361 | $3,440+26.8% | $4,167+4.7% | $3,741+16.6% |
| Admin fee / account holder | $2,864 | $5,622-49.1% | $6,797-57.9% | $5,306-46.0% |