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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 | $77,574+113.8% | $108,753+52.5% | $86,983+90.7% |
| Participation rate | 73.1% | 62.3%+10.8pp | 71.1%+2.0pp | 69.5%+3.5pp |
| Annual return | 20.64% | 18.42%+2.2pp | 37.47%-16.8pp | 25.83%-5.2pp |
| Employer contribution / active EE | $1,834 | $1,611+13.9% | $2,427-24.4% | $2,584-29.0% |
| Participant deferral / active EE | $6,051 | $3,128+93.4% | $4,115+47.1% | $4,194+44.3% |
| Admin fee / account holder | $3,873 | $6,529-40.7% | $10,320-62.5% | $7,856-50.7% |