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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 | $174,062 | $123,793+40.6% | $177,848-2.1% | $79,856+118.0% |
| Participation rate | 92.3% | 84.7%+7.7pp | 87.7%+4.6pp | 69.6%+22.7pp |
| Annual return | 16.11% | 22.82%-6.7pp | 48.33%-32.2pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,719 | $4,095-33.6% | $5,919-54.1% | $2,471+10.0% |
| Participant deferral / active EE | $6,379 | $5,956+7.1% | $7,714-17.3% | $3,741+70.5% |
| Admin fee / account holder | $578 | $7,243-92.0% | $12,431-95.4% | $5,306-89.1% |