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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 | $150,851 | $95,404+58.1% | $113,397+33.0% | $82,637+82.5% |
| Participation rate | 93.1% | 72.8%+20.2pp | 76.5%+16.6pp | 68.1%+25.0pp |
| Annual return | 18.66% | 19.08%-0.4pp | 23.20%-4.5pp | 53.51%-34.8pp |
| Employer contribution / active EE | $1,925 | $2,307-16.6% | $2,977-35.3% | $2,552-24.6% |
| Participant deferral / active EE | $7,116 | $4,220+68.6% | $5,076+40.2% | $4,126+72.5% |
| Admin fee / account holder | $3,105 | $9,168-66.1% | $11,957-74.0% | $7,339-57.7% |