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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 | $246,341 | $86,949+183.3% | $102,460+140.4% | $80,959+204.3% |
| Participation rate | 76.0% | 72.4%+3.6pp | 76.5%-0.5pp | 67.7%+8.3pp |
| Annual return | 13.14% | 18.89%-5.8pp | 29.47%-16.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $2,017 | $2,370-14.9% | $3,025-33.3% | $2,757-26.8% |
| Participant deferral / active EE | $8,126 | $4,121+97.2% | $5,056+60.7% | $4,300+89.0% |
| Admin fee / account holder | $3,903 | $8,048-51.5% | $9,460-58.7% | $6,925-43.6% |