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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 | $78,197+111.3% | $98,090+68.5% | $82,637+100.0% |
| Participation rate | 80.8% | 77.5%+3.3pp | 81.5%-0.8pp | 68.1%+12.7pp |
| Annual return | 16.08% | 40.25%-24.2pp | 37.05%-21.0pp | 53.51%-37.4pp |
| Employer contribution / active EE | $3,238 | $2,605+24.3% | $3,606-10.2% | $2,552+26.9% |
| Participant deferral / active EE | $6,799 | $6,636+2.5% | $7,845-13.3% | $4,126+64.8% |
| Admin fee / account holder | $882 | $14,832-94.1% | $11,815-92.5% | $7,339-88.0% |