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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 | $186,575 | $67,602+176.0% | $82,312+126.7% | $70,126+166.1% |
| Participation rate | 77.4% | 72.8%+4.6pp | 76.9%+0.5pp | 69.5%+7.9pp |
| Annual return | 20.25% | 21.57%-1.3pp | 25.88%-5.6pp | 73.15%-52.9pp |
| Employer contribution / active EE | $1,227 | $1,755-30.1% | $2,428-49.5% | $2,343-47.6% |
| Participant deferral / active EE | $4,318 | $2,987+44.5% | $3,706+16.5% | $3,332+29.6% |
| Admin fee / account holder | $5,362 | $4,512+18.9% | $5,608-4.4% | $4,645+15.4% |