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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 | $149,928 | $73,988+102.6% | $96,538+55.3% | $75,177+99.4% |
| Participation rate | 73.8% | 66.4%+7.4pp | 74.3%-0.5pp | 67.2%+6.6pp |
| Annual return | 17.28% | 26.73%-9.4pp | 35.74%-18.5pp | 160.75%-143.5pp |
| Employer contribution / active EE | $3,793 | $2,930+29.4% | $3,740+1.4% | $2,671+42.0% |
| Participant deferral / active EE | $9,201 | $3,660+151.4% | $4,880+88.5% | $4,126+123.0% |
| Admin fee / account holder | $4,211 | $5,220-19.3% | $6,737-37.5% | $5,651-25.5% |