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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 | $180,254 | $118,496+52.1% | $98,461+83.1% | $139,466+29.2% |
| Participation rate | 75.0% | 77.5%-2.5pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 13.21% | 18.96%-5.8pp | 21.17%-8.0pp | 373.66%-360.5pp |
| Employer contribution / active EE | $3,356 | $3,611-7.0% | $3,049+10.1% | $4,754-29.4% |
| Participant deferral / active EE | $7,165 | $5,393+32.9% | $4,738+51.2% | $6,712+6.8% |
| Admin fee / account holder | $1,085 | $14,056-92.3% | $8,961-87.9% | $11,409-90.5% |