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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 | $146,420 | $83,485+75.4% | $125,195+17.0% | $72,976+100.6% |
| Participation rate | 93.1% | 73.3%+19.8pp | 79.8%+13.3pp | 69.5%+23.6pp |
| Annual return | 21.05% | 25.77%-4.7pp | 43.79%-22.7pp | 81.02%-60.0pp |
| Employer contribution / active EE | $2,426 | $2,346+3.4% | $3,866-37.2% | $2,440-0.6% |
| Participant deferral / active EE | $7,706 | $3,586+114.9% | $4,937+56.1% | $3,608+113.6% |
| Admin fee / account holder | $1,168 | $5,518-78.8% | $9,704-88.0% | $5,124-77.2% |