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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 | $154,861 | $75,541+105.0% | $152,093+1.8% | $82,637+87.4% |
| Participation rate | 77.6% | 66.5%+11.0pp | 77.8%-0.2pp | 68.1%+9.5pp |
| Annual return | 17.19% | 32.56%-15.4pp | 66.36%-49.2pp | 53.51%-36.3pp |
| Employer contribution / active EE | $2,013 | $2,622-23.3% | $4,175-51.8% | $2,552-21.1% |
| Participant deferral / active EE | $6,766 | $3,206+111.1% | $5,451+24.1% | $4,126+64.0% |
| Admin fee / account holder | $2,951 | $6,405-53.9% | $14,497-79.6% | $7,339-59.8% |