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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 | $159,538 | $80,855+97.3% | $153,416+4.0% | $86,983+83.4% |
| Participation rate | 75.4% | 64.1%+11.3pp | 74.3%+1.1pp | 69.5%+5.9pp |
| Annual return | 14.07% | 16.18%-2.1pp | 17.84%-3.8pp | 25.83%-11.8pp |
| Employer contribution / active EE | $4,564 | $2,308+97.8% | $3,764+21.2% | $2,584+76.6% |
| Participant deferral / active EE | $7,244 | $3,333+117.4% | $4,723+53.4% | $4,194+72.7% |
| Admin fee / account holder | $9,942 | $6,908+43.9% | $13,095-24.1% | $7,856+26.6% |