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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 | $153,064 | $101,752+50.4% | $164,928-7.2% | $80,911+89.2% |
| Participation rate | 81.8% | 71.8%+10.0pp | 78.6%+3.2pp | 67.6%+14.2pp |
| Annual return | 15.25% | 16.73%-1.5pp | 70.08%-54.8pp | 35.63%-20.4pp |
| Employer contribution / active EE | $3,722 | $2,953+26.0% | $4,343-14.3% | $2,756+35.1% |
| Participant deferral / active EE | $7,283 | $4,477+62.7% | $6,034+20.7% | $4,297+69.5% |
| Admin fee / account holder | $7,367 | $8,218-10.3% | $12,684-41.9% | $6,935+6.2% |