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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 | $73,787+124.8% | $98,716+68.0% | $82,448+101.2% |
| Participation rate | 73.1% | 61.4%+11.7pp | 69.3%+3.8pp | 68.1%+5.0pp |
| Annual return | 20.64% | 18.57%+2.1pp | 31.81%-11.2pp | 41.64%-21.0pp |
| Employer contribution / active EE | $1,834 | $1,511+21.4% | $2,279-19.5% | $2,551-28.1% |
| Participant deferral / active EE | $6,051 | $3,081+96.4% | $4,048+49.5% | $4,139+46.2% |
| Admin fee / account holder | $3,873 | $6,500-40.4% | $8,703-55.5% | $7,234-46.5% |