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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 | $146,269 | $77,962+87.6% | $178,540-18.1% | $80,935+80.7% |
| Participation rate | 80.0% | 65.7%+14.3pp | 77.1%+2.9pp | 67.7%+12.3pp |
| Annual return | 13.27% | 18.10%-4.8pp | 27.15%-13.9pp | 35.66%-22.4pp |
| Employer contribution / active EE | $3,573 | $2,280+56.7% | $3,953-9.6% | $2,757+29.6% |
| Participant deferral / active EE | $7,797 | $4,404+77.0% | $6,281+24.2% | $4,299+81.4% |
| Admin fee / account holder | $7,551 | $7,156+5.5% | $10,424-27.6% | $6,924+9.1% |