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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 | $219,435 | $86,949+152.4% | $102,460+114.2% | $80,959+171.0% |
| Participation rate | 94.6% | 72.4%+22.2pp | 76.5%+18.1pp | 67.7%+26.9pp |
| Annual return | 15.14% | 18.89%-3.8pp | 29.47%-14.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $2,575 | $2,370+8.6% | $3,025-14.9% | $2,757-6.6% |
| Participant deferral / active EE | $6,997 | $4,121+69.8% | $5,056+38.4% | $4,300+62.7% |
| Admin fee / account holder | $1,609 | $8,048-80.0% | $9,460-83.0% | $6,925-76.8% |