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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 | $100,194+75.9% | $122,979+43.3% | $86,983+102.6% |
| Participation rate | 76.0% | 73.0%+3.0pp | 77.2%-1.2pp | 69.5%+6.5pp |
| Annual return | 16.76% | 16.47%+0.3pp | 20.12%-3.4pp | 25.83%-9.1pp |
| Employer contribution / active EE | $2,448 | $2,326+5.3% | $3,062-20.1% | $2,584-5.3% |
| Participant deferral / active EE | $6,870 | $4,133+66.2% | $5,003+37.3% | $4,194+63.8% |
| Admin fee / account holder | $1,048 | $10,148-89.7% | $12,864-91.9% | $7,856-86.7% |