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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 | $160,267 | $81,457+96.8% | $103,378+55.0% | $80,911+98.1% |
| Participation rate | 77.1% | 66.8%+10.3pp | 74.5%+2.6pp | 67.6%+9.5pp |
| Annual return | 14.31% | 25.58%-11.3pp | 24.91%-10.6pp | 35.63%-21.3pp |
| Employer contribution / active EE | $2,742 | $3,107-11.7% | $3,870-29.1% | $2,756-0.5% |
| Participant deferral / active EE | $5,450 | $3,871+40.8% | $5,058+7.8% | $4,297+26.8% |
| Admin fee / account holder | $6,942 | $6,717+3.4% | $8,401-17.4% | $6,935+0.1% |