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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 | $179,724 | $86,949+106.7% | $102,460+75.4% | $80,959+122.0% |
| Participation rate | 76.3% | 72.4%+3.9pp | 76.5%-0.2pp | 67.7%+8.6pp |
| Annual return | 25.44% | 18.89%+6.5pp | 29.47%-4.0pp | 35.67%-10.2pp |
| Employer contribution / active EE | $2,738 | $2,370+15.6% | $3,025-9.5% | $2,757-0.7% |
| Participant deferral / active EE | $9,665 | $4,121+134.5% | $5,056+91.2% | $4,300+124.8% |
| Admin fee / account holder | $6,241 | $8,048-22.5% | $9,460-34.0% | $6,925-9.9% |