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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 | $174,822 | $86,938+101.1% | $102,423+70.7% | $80,925+116.0% |
| Participation rate | 76.1% | 72.4%+3.7pp | 76.5%-0.4pp | 67.7%+8.4pp |
| Annual return | 13.37% | 18.89%-5.5pp | 29.42%-16.1pp | 35.65%-22.3pp |
| Employer contribution / active EE | $2,911 | $2,369+22.9% | $3,023-3.7% | $2,756+5.6% |
| Participant deferral / active EE | $6,136 | $4,120+48.9% | $5,054+21.4% | $4,299+42.8% |
| Admin fee / account holder | $22,385 | $8,053+178.0% | $9,455+136.8% | $6,940+222.5% |