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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 | $142,905 | $81,446+75.5% | $103,374+38.2% | $80,874+76.7% |
| Participation rate | 71.4% | 66.9%+4.6pp | 74.5%-3.1pp | 67.6%+3.8pp |
| Annual return | 11.84% | 25.57%-13.7pp | 24.89%-13.0pp | 35.62%-23.8pp |
| Employer contribution / active EE | $2,853 | $3,107-8.2% | $3,869-26.3% | $2,756+3.5% |
| Participant deferral / active EE | $7,027 | $3,870+81.6% | $5,058+38.9% | $4,297+63.5% |
| Admin fee / account holder | $7,371 | $6,715+9.8% | $8,394-12.2% | $6,935+6.3% |