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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 | $107,394 | $251,004-57.2% | $191,597-43.9% | $138,895-22.7% |
| Participation rate | 84.6% | 82.4%+2.3pp | 76.9%+7.7pp | 79.9%+4.7pp |
| Annual return | 18.40% | 31.05%-12.7pp | 27.07%-8.7pp | 145.39%-127.0pp |
| Employer contribution / active EE | $7,536 | $6,226+21.0% | $5,025+50.0% | $4,194+79.7% |
| Participant deferral / active EE | $7,887 | $8,154-3.3% | $6,850+15.1% | $6,396+23.3% |
| Admin fee / account holder | $22,415 | $31,471-28.8% | $22,799-1.7% | $12,562+78.4% |