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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 | $142,634 | $69,515+105.2% | $86,868+64.2% | $85,856+66.1% |
| Participation rate | 77.6% | 66.3%+11.2pp | 71.6%+5.9pp | 69.3%+8.2pp |
| Annual return | 24.27% | 20.12%+4.1pp | 63.53%-39.3pp | 318.58%-294.3pp |
| Employer contribution / active EE | $1,955 | $1,880+3.9% | $2,496-21.7% | $2,565-23.8% |
| Participant deferral / active EE | $6,828 | $2,919+133.9% | $3,699+84.6% | $3,952+72.8% |
| Admin fee / account holder | $2,157 | $5,972-63.9% | $5,829-63.0% | $6,261-65.5% |