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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 | $145,771 | $81,446+79.0% | $103,374+41.0% | $80,874+80.2% |
| Participation rate | 73.2% | 66.9%+6.3pp | 74.5%-1.3pp | 67.6%+5.5pp |
| Annual return | 16.15% | 25.57%-9.4pp | 24.89%-8.7pp | 35.62%-19.5pp |
| Employer contribution / active EE | $2,385 | $3,107-23.2% | $3,869-38.3% | $2,756-13.4% |
| Participant deferral / active EE | $9,575 | $3,870+147.4% | $5,058+89.3% | $4,297+122.8% |
| Admin fee / account holder | $4,762 | $6,715-29.1% | $8,394-43.3% | $6,935-31.3% |