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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 | $147,209 | $90,486+62.7% | $78,676+87.1% | $273,972-46.3% |
| Participation rate | 92.9% | 76.5%+16.3pp | 73.6%+19.3pp | 83.0%+9.8pp |
| Annual return | 7.45% | 75.62%-68.2pp | 62.19%-54.7pp | 41.46%-34.0pp |
| Employer contribution / active EE | $2,937 | $3,175-7.5% | $2,850+3.1% | $4,869-39.7% |
| Participant deferral / active EE | $6,735 | $3,901+72.6% | $3,517+91.5% | $5,287+27.4% |
| Admin fee / account holder | $1,949 | $5,263-63.0% | $4,510-56.8% | $10,133-80.8% |