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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 | $173,823 | $108,825+59.7% | $156,181+11.3% | $82,448+110.8% |
| Participation rate | 78.0% | 72.4%+5.7pp | 78.8%-0.8pp | 68.1%+10.0pp |
| Annual return | 13.20% | 20.59%-7.4pp | 64.87%-51.7pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,423 | $2,870-15.6% | $4,294-43.6% | $2,551-5.0% |
| Participant deferral / active EE | $6,426 | $4,577+40.4% | $6,132+4.8% | $4,139+55.2% |
| Admin fee / account holder | $25,164 | $9,341+169.4% | $14,586+72.5% | $7,234+247.8% |