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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 | $175,558 | $86,940+101.9% | $102,434+71.4% | $80,935+116.9% |
| Participation rate | 77.4% | 72.4%+5.0pp | 76.5%+0.9pp | 67.7%+9.8pp |
| Annual return | 10.56% | 18.89%-8.3pp | 29.46%-18.9pp | 35.66%-25.1pp |
| Employer contribution / active EE | $2,646 | $2,370+11.7% | $3,023-12.5% | $2,757-4.0% |
| Participant deferral / active EE | $5,035 | $4,121+22.2% | $5,055-0.4% | $4,299+17.1% |
| Admin fee / account holder | $504 | $8,047-93.7% | $9,462-94.7% | $6,924-92.7% |