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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 | $154,844 | $86,949+78.1% | $102,460+51.1% | $80,959+91.3% |
| Participation rate | 92.9% | 72.4%+20.5pp | 76.5%+16.3pp | 67.7%+25.2pp |
| Annual return | 13.43% | 18.89%-5.5pp | 29.47%-16.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $6,211 | $2,370+162.1% | $3,025+105.3% | $2,757+125.3% |
| Participant deferral / active EE | $6,354 | $4,121+54.2% | $5,056+25.7% | $4,300+47.7% |
| Admin fee / account holder | $2,213 | $8,048-72.5% | $9,460-76.6% | $6,925-68.0% |