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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 | $139,858 | $77,901+79.5% | $149,717-6.6% | $75,181+86.0% |
| Participation rate | 70.7% | 65.6%+5.2pp | 78.8%-8.0pp | 67.2%+3.5pp |
| Annual return | 21.47% | 31.73%-10.3pp | 134.41%-112.9pp | 160.69%-139.2pp |
| Employer contribution / active EE | $3,458 | $3,137+10.2% | $4,820-28.3% | $2,671+29.5% |
| Participant deferral / active EE | $7,124 | $3,411+108.8% | $5,682+25.4% | $4,126+72.7% |
| Admin fee / account holder | $4,096 | $5,949-31.1% | $13,213-69.0% | $5,650-27.5% |