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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 | $176,266 | $97,550+80.7% | $120,344+46.5% | $87,485+101.5% |
| Participation rate | 76.0% | 72.8%+3.2pp | 76.7%-0.7pp | 68.9%+7.1pp |
| Annual return | 16.76% | 18.41%-1.7pp | 20.30%-3.5pp | 26.06%-9.3pp |
| Employer contribution / active EE | $2,448 | $2,291+6.9% | $3,020-19.0% | $2,596-5.7% |
| Participant deferral / active EE | $6,870 | $4,230+62.4% | $5,135+33.8% | $4,274+60.7% |
| Admin fee / account holder | $1,048 | $9,543-89.0% | $12,742-91.8% | $7,775-86.5% |