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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 | $187,701 | $97,550+92.4% | $120,344+56.0% | $87,485+114.6% |
| Participation rate | 72.7% | 72.8%-0.1pp | 76.7%-4.0pp | 68.9%+3.8pp |
| Annual return | 13.14% | 18.41%-5.3pp | 20.30%-7.2pp | 26.06%-12.9pp |
| Employer contribution / active EE | $3,362 | $2,291+46.7% | $3,020+11.3% | $2,596+29.5% |
| Participant deferral / active EE | $8,729 | $4,230+106.4% | $5,135+70.0% | $4,274+104.3% |
| Admin fee / account holder | $4,589 | $9,543-51.9% | $12,742-64.0% | $7,775-41.0% |