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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 | $156,242 | $49,255+217.2% | $70,494+121.6% | $79,856+95.7% |
| Participation rate | 75.0% | 69.2%+5.8pp | 75.1%-0.1pp | 69.6%+5.4pp |
| Annual return | 10.14% | 30.10%-20.0pp | 109.16%-99.0pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,965 | $2,100-6.4% | $2,738-28.2% | $2,471-20.5% |
| Participant deferral / active EE | $4,884 | $2,768+76.4% | $3,711+31.6% | $3,741+30.6% |
| Admin fee / account holder | $3,456 | $2,879+20.0% | $3,848-10.2% | $5,306-34.9% |