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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 | $158,084 | $101,795+55.3% | $165,100-4.2% | $80,959+95.3% |
| Participation rate | 81.4% | 71.8%+9.6pp | 78.6%+2.8pp | 67.7%+13.8pp |
| Annual return | 19.06% | 16.73%+2.3pp | 70.21%-51.1pp | 35.67%-16.6pp |
| Employer contribution / active EE | $4,618 | $2,954+56.3% | $4,348+6.2% | $2,757+67.5% |
| Participant deferral / active EE | $2,972 | $4,476-33.6% | $6,035-50.8% | $4,300-30.9% |
| Admin fee / account holder | $1,884 | $8,221-77.1% | $12,696-85.2% | $6,925-72.8% |