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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 | $158,373 | $86,922+82.2% | $102,438+54.6% | $80,874+95.8% |
| Participation rate | 94.1% | 72.4%+21.7pp | 76.5%+17.6pp | 67.6%+26.5pp |
| Annual return | 11.29% | 18.90%-7.6pp | 29.37%-18.1pp | 35.62%-24.3pp |
| Employer contribution / active EE | $2,136 | $2,369-9.8% | $3,024-29.3% | $2,756-22.5% |
| Participant deferral / active EE | $6,306 | $4,119+53.1% | $5,054+24.8% | $4,297+46.8% |
| Admin fee / account holder | $11,966 | $8,050+48.7% | $9,448+26.7% | $6,935+72.5% |