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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 | $174,276 | $97,550+78.7% | $120,344+44.8% | $87,485+99.2% |
| Participation rate | 92.1% | 72.8%+19.2pp | 76.7%+15.4pp | 68.9%+23.1pp |
| Annual return | 15.90% | 18.41%-2.5pp | 20.30%-4.4pp | 26.06%-10.2pp |
| Employer contribution / active EE | $2,936 | $2,291+28.2% | $3,020-2.8% | $2,596+13.1% |
| Participant deferral / active EE | $6,599 | $4,230+56.0% | $5,135+28.5% | $4,274+54.4% |
| Admin fee / account holder | $2,647 | $9,543-72.3% | $12,742-79.2% | $7,775-66.0% |