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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 | $178,795 | $91,559+95.3% | $133,978+33.5% | $79,856+123.9% |
| Participation rate | 77.3% | 73.3%+4.0pp | 79.8%-2.5pp | 69.6%+7.7pp |
| Annual return | 15.05% | 61.85%-46.8pp | 45.10%-30.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,110 | $2,384-11.5% | $3,919-46.1% | $2,471-14.6% |
| Participant deferral / active EE | $4,179 | $3,734+11.9% | $5,047-17.2% | $3,741+11.7% |
| Admin fee / account holder | $6,581 | $6,321+4.1% | $8,930-26.3% | $5,306+24.0% |