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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 | $148,337 | $63,845+132.3% | $81,370+82.3% | $80,959+83.2% |
| Participation rate | 79.1% | 63.9%+15.2pp | 69.5%+9.6pp | 67.7%+11.4pp |
| Annual return | 13.14% | 16.37%-3.2pp | 24.85%-11.7pp | 35.67%-22.5pp |
| Employer contribution / active EE | $3,314 | $1,980+67.4% | $2,464+34.5% | $2,757+20.2% |
| Participant deferral / active EE | $7,605 | $3,093+145.9% | $3,885+95.7% | $4,300+76.9% |
| Admin fee / account holder | $5,312 | $5,688-6.6% | $5,749-7.6% | $6,925-23.3% |