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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 | $159,790 | $77,472+106.3% | $100,415+59.1% | $80,959+97.4% |
| Participation rate | 94.3% | 76.9%+17.3pp | 81.5%+12.7pp | 67.7%+26.6pp |
| Annual return | 14.95% | 37.26%-22.3pp | 49.47%-34.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $2,666 | $2,800-4.8% | $3,943-32.4% | $2,757-3.3% |
| Participant deferral / active EE | $6,749 | $6,818-1.0% | $8,091-16.6% | $4,300+57.0% |
| Admin fee / account holder | $2,337 | $5,885-60.3% | $7,906-70.4% | $6,925-66.3% |