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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 | $136,353 | $106,864+27.6% | $147,318-7.4% | $82,637+65.0% |
| Participation rate | 71.9% | 75.5%-3.6pp | 82.1%-10.2pp | 68.1%+3.8pp |
| Annual return | 17.52% | 27.49%-10.0pp | 70.43%-52.9pp | 53.51%-36.0pp |
| Employer contribution / active EE | $3,749 | $3,417+9.7% | $4,593-18.4% | $2,552+46.9% |
| Participant deferral / active EE | $8,346 | $6,496+28.5% | $7,906+5.6% | $4,126+102.3% |
| Admin fee / account holder | $9,277 | $8,415+10.2% | $13,708-32.3% | $7,339+26.4% |