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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 | $176,670 | $76,551+130.8% | $123,894+42.6% | $62,881+181.0% |
| Participation rate | 77.4% | 73.0%+4.4pp | 81.4%-4.1pp | 69.3%+8.1pp |
| Annual return | 12.31% | 18.68%-6.4pp | 47.52%-35.2pp | 20.14%-7.8pp |
| Employer contribution / active EE | $2,959 | $2,882+2.7% | $4,617-35.9% | $2,281+29.7% |
| Participant deferral / active EE | $9,132 | $4,840+88.7% | $5,984+52.6% | $3,203+185.1% |
| Admin fee / account holder | $1,893 | $4,826-60.8% | $8,357-77.4% | $4,296-55.9% |