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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 | $180,810 | $106,864+69.2% | $147,318+22.7% | $82,637+118.8% |
| Participation rate | 97.0% | 75.5%+21.5pp | 82.1%+14.9pp | 68.1%+28.9pp |
| Annual return | 17.78% | 27.49%-9.7pp | 70.43%-52.6pp | 53.51%-35.7pp |
| Employer contribution / active EE | $2,876 | $3,417-15.8% | $4,593-37.4% | $2,552+12.7% |
| Participant deferral / active EE | $6,962 | $6,496+7.2% | $7,906-11.9% | $4,126+68.7% |
| Admin fee / account holder | $5,450 | $8,415-35.2% | $13,708-60.2% | $7,339-25.7% |