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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 | $165,254 | $78,520+110.5% | $96,576+71.1% | $82,448+100.4% |
| Participation rate | 80.8% | 77.7%+3.0pp | 81.4%-0.7pp | 68.1%+12.7pp |
| Annual return | 16.08% | 41.30%-25.2pp | 38.47%-22.4pp | 41.64%-25.6pp |
| Employer contribution / active EE | $3,238 | $2,630+23.1% | $3,553-8.9% | $2,551+26.9% |
| Participant deferral / active EE | $6,799 | $6,754+0.7% | $7,956-14.6% | $4,139+64.2% |
| Admin fee / account holder | $882 | $13,455-93.4% | $11,381-92.2% | $7,234-87.8% |