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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 | $145,410 | $101,778+42.9% | $164,975-11.9% | $80,925+79.7% |
| Participation rate | 91.7% | 71.8%+19.8pp | 78.6%+13.1pp | 67.7%+24.0pp |
| Annual return | 12.51% | 16.73%-4.2pp | 70.12%-57.6pp | 35.65%-23.1pp |
| Employer contribution / active EE | $2,838 | $2,954-3.9% | $4,343-34.6% | $2,756+3.0% |
| Participant deferral / active EE | $4,073 | $4,477-9.0% | $6,033-32.5% | $4,299-5.2% |
| Admin fee / account holder | $1,437 | $8,221-82.5% | $12,688-88.7% | $6,940-79.3% |