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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 | $157,767 | $86,922+81.5% | $102,438+54.0% | $80,874+95.1% |
| Participation rate | 77.4% | 72.4%+5.0pp | 76.5%+0.9pp | 67.6%+9.7pp |
| Annual return | 21.17% | 18.90%+2.3pp | 29.37%-8.2pp | 35.62%-14.4pp |
| Employer contribution / active EE | $2,542 | $2,369+7.3% | $3,024-15.9% | $2,756-7.8% |
| Participant deferral / active EE | $4,397 | $4,119+6.8% | $5,054-13.0% | $4,297+2.3% |
| Admin fee / account holder | $12,003 | $8,050+49.1% | $9,448+27.0% | $6,935+73.1% |