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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 | $152,770 | $101,795+50.1% | $165,100-7.5% | $80,959+88.7% |
| Participation rate | 78.0% | 71.8%+6.2pp | 78.6%-0.6pp | 67.7%+10.4pp |
| Annual return | 15.51% | 16.73%-1.2pp | 70.21%-54.7pp | 35.67%-20.2pp |
| Employer contribution / active EE | $4,083 | $2,954+38.2% | $4,348-6.1% | $2,757+48.1% |
| Participant deferral / active EE | $8,257 | $4,476+84.5% | $6,035+36.8% | $4,300+92.0% |
| Admin fee / account holder | $1,163 | $8,221-85.9% | $12,696-90.8% | $6,925-83.2% |