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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 | $167,968 | $86,940+93.2% | $102,434+64.0% | $80,935+107.5% |
| Participation rate | 75.5% | 72.4%+3.1pp | 76.5%-1.0pp | 67.7%+7.8pp |
| Annual return | 18.24% | 18.89%-0.7pp | 29.46%-11.2pp | 35.66%-17.4pp |
| Employer contribution / active EE | $2,299 | $2,370-3.0% | $3,023-24.0% | $2,757-16.6% |
| Participant deferral / active EE | $8,598 | $4,121+108.6% | $5,055+70.1% | $4,299+100.0% |
| Admin fee / account holder | $6,253 | $8,047-22.3% | $9,462-33.9% | $6,924-9.7% |