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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 | $165,862 | $76,834+115.9% | $108,359+53.1% | $87,485+89.6% |
| Participation rate | 73.1% | 61.7%+11.3pp | 70.1%+3.0pp | 68.9%+4.1pp |
| Annual return | 20.64% | 19.09%+1.6pp | 36.89%-16.3pp | 26.06%-5.4pp |
| Employer contribution / active EE | $1,834 | $1,556+17.8% | $2,399-23.6% | $2,596-29.4% |
| Participant deferral / active EE | $6,051 | $3,100+95.2% | $4,137+46.3% | $4,274+41.6% |
| Admin fee / account holder | $3,873 | $6,537-40.8% | $9,741-60.2% | $7,775-50.2% |