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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 | $170,351 | $106,524+59.9% | $152,301+11.9% | $87,485+94.7% |
| Participation rate | 79.8% | 75.8%+4.0pp | 82.4%-2.7pp | 68.9%+10.8pp |
| Annual return | 16.27% | 26.89%-10.6pp | 80.50%-64.2pp | 26.06%-9.8pp |
| Employer contribution / active EE | $3,554 | $3,371+5.4% | $4,624-23.1% | $2,596+36.9% |
| Participant deferral / active EE | $7,761 | $6,525+18.9% | $8,004-3.0% | $4,274+81.6% |
| Admin fee / account holder | $7,861 | $8,287-5.1% | $14,398-45.4% | $7,775+1.1% |