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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 | $159,806 | $91,760+74.2% | $156,181+2.3% | $67,986+135.1% |
| Participation rate | 76.7% | 65.0%+11.7pp | 78.8%-2.1pp | 57.2%+19.5pp |
| Annual return | 14.47% | 18.14%-3.7pp | 64.87%-50.4pp | 31.67%-17.2pp |
| Employer contribution / active EE | $1,859 | $2,419-23.1% | $4,294-56.7% | $2,019-7.9% |
| Participant deferral / active EE | $5,109 | $3,960+29.0% | $6,132-16.7% | $3,358+52.2% |
| Admin fee / account holder | $3,620 | $3,949-8.3% | $14,586-75.2% | $3,203+13.0% |