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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 | $104,098+69.3% | $140,514+25.4% | $94,015+87.5% |
| Participation rate | 76.0% | 73.7%+2.3pp | 77.8%-1.8pp | 70.8%+5.2pp |
| Annual return | 16.76% | 15.14%+1.6pp | 14.36%+2.4pp | 17.84%-1.1pp |
| Employer contribution / active EE | $2,448 | $2,388+2.5% | $3,378-27.5% | $2,790-12.3% |
| Participant deferral / active EE | $6,870 | $4,033+70.3% | $4,919+39.7% | $4,249+61.7% |
| Admin fee / account holder | $1,048 | $10,439-90.0% | $13,697-92.3% | $8,951-88.3% |