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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 | $156,160 | $76,551+104.0% | $123,894+26.0% | $62,881+148.3% |
| Participation rate | 90.4% | 73.0%+17.4pp | 81.4%+9.0pp | 69.3%+21.1pp |
| Annual return | 7.76% | 18.68%-10.9pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,433 | $2,882-15.6% | $4,617-47.3% | $2,281+6.7% |
| Participant deferral / active EE | $7,536 | $4,840+55.7% | $5,984+25.9% | $3,203+135.3% |
| Admin fee / account holder | $2,682 | $4,826-44.4% | $8,357-67.9% | $4,296-37.6% |