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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 | $186,566 | $76,551+143.7% | $123,894+50.6% | $62,881+196.7% |
| Participation rate | 76.7% | 73.0%+3.8pp | 81.4%-4.7pp | 69.3%+7.4pp |
| Annual return | 8.26% | 18.68%-10.4pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $3,073 | $2,882+6.6% | $4,617-33.4% | $2,281+34.7% |
| Participant deferral / active EE | $6,463 | $4,840+33.5% | $5,984+8.0% | $3,203+101.8% |
| Admin fee / account holder | $1,746 | $4,826-63.8% | $8,357-79.1% | $4,296-59.4% |