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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 | $144,606 | $72,492+99.5% | $87,104+66.0% | $72,975+98.2% |
| Participation rate | 87.0% | 72.8%+14.2pp | 76.9%+10.1pp | 69.5%+17.5pp |
| Annual return | 20.86% | 24.46%-3.6pp | 28.19%-7.3pp | 81.01%-60.2pp |
| Employer contribution / active EE | $3,134 | $1,894+65.5% | $2,521+24.3% | $2,440+28.5% |
| Participant deferral / active EE | $9,745 | $3,270+198.0% | $4,048+140.7% | $3,608+170.1% |
| Admin fee / account holder | $4,643 | $5,055-8.2% | $7,491-38.0% | $5,124-9.4% |