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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 | $86,949+81.4% | $102,460+54.0% | $80,959+94.9% |
| Participation rate | 77.4% | 72.4%+5.0pp | 76.5%+0.8pp | 67.7%+9.7pp |
| Annual return | 21.17% | 18.89%+2.3pp | 29.47%-8.3pp | 35.67%-14.5pp |
| Employer contribution / active EE | $2,542 | $2,370+7.3% | $3,025-16.0% | $2,757-7.8% |
| Participant deferral / active EE | $4,397 | $4,121+6.7% | $5,056-13.0% | $4,300+2.2% |
| Admin fee / account holder | $12,003 | $8,048+49.1% | $9,460+26.9% | $6,925+73.3% |