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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 | $95,453+84.7% | $112,040+57.3% | $82,448+113.8% |
| Participation rate | 76.0% | 72.8%+3.2pp | 76.5%-0.5pp | 68.1%+7.9pp |
| Annual return | 16.76% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,448 | $2,318+5.6% | $2,954-17.1% | $2,551-4.0% |
| Participant deferral / active EE | $6,870 | $4,224+62.6% | $5,098+34.8% | $4,139+66.0% |
| Admin fee / account holder | $1,048 | $9,013-88.4% | $12,098-91.3% | $7,234-85.5% |