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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 | $146,895 | $81,487+80.3% | $102,412+43.4% | $80,935+81.5% |
| Participation rate | 73.1% | 66.8%+6.2pp | 74.5%-1.4pp | 67.7%+5.4pp |
| Annual return | 18.85% | 25.60%-6.7pp | 24.94%-6.1pp | 35.66%-16.8pp |
| Employer contribution / active EE | $2,921 | $3,103-5.9% | $3,870-24.5% | $2,757+6.0% |
| Participant deferral / active EE | $6,064 | $3,871+56.7% | $5,060+19.8% | $4,299+41.0% |
| Admin fee / account holder | $6,602 | $6,717-1.7% | $8,388-21.3% | $6,924-4.7% |