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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 | $91,424 | $65,395+39.8% | $182,540-49.9% | $72,975+25.3% |
| Participation rate | 78.8% | 65.4%+13.3pp | 78.0%+0.8pp | 69.5%+9.3pp |
| Annual return | 26.88% | 27.68%-0.8pp | 148.58%-121.7pp | 81.01%-54.1pp |
| Employer contribution / active EE | $2,384 | $1,911+24.7% | $4,076-41.5% | $2,440-2.3% |
| Participant deferral / active EE | $5,602 | $3,563+57.2% | $5,525+1.4% | $3,608+55.3% |
| Admin fee / account holder | $1,648 | $4,245-61.2% | $8,593-80.8% | $5,124-67.8% |