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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 | $153,854 | $149,446+2.9% | $256,809-40.1% | $94,015+63.6% |
| Participation rate | 94.4% | 85.3%+9.2pp | 88.5%+5.9pp | 70.8%+23.6pp |
| Annual return | 15.71% | 17.55%-1.8pp | 32.73%-17.0pp | 17.84%-2.1pp |
| Employer contribution / active EE | $7,695 | $4,596+67.4% | $7,263+5.9% | $2,790+175.8% |
| Participant deferral / active EE | $6,966 | $6,491+7.3% | $9,520-26.8% | $4,249+63.9% |
| Admin fee / account holder | $6,788 | $24,035-71.8% | $25,146-73.0% | $8,951-24.2% |