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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 | $144,620 | $86,949+66.3% | $102,460+41.1% | $80,959+78.6% |
| Participation rate | 73.1% | 72.4%+0.7pp | 76.5%-3.4pp | 67.7%+5.4pp |
| Annual return | 15.68% | 18.89%-3.2pp | 29.47%-13.8pp | 35.67%-20.0pp |
| Employer contribution / active EE | $2,818 | $2,370+18.9% | $3,025-6.8% | $2,757+2.2% |
| Participant deferral / active EE | $6,198 | $4,121+50.4% | $5,056+22.6% | $4,300+44.1% |
| Admin fee / account holder | $7,795 | $8,048-3.1% | $9,460-17.6% | $6,925+12.6% |