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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 | $174,630 | $123,793+41.1% | $177,840-1.8% | $79,852+118.7% |
| Participation rate | 74.2% | 84.7%-10.5pp | 87.7%-13.5pp | 69.6%+4.6pp |
| Annual return | 25.37% | 22.82%+2.5pp | 48.32%-23.0pp | 31.72%-6.4pp |
| Employer contribution / active EE | $6,347 | $4,095+55.0% | $5,919+7.2% | $2,471+156.8% |
| Participant deferral / active EE | $13,489 | $5,956+126.5% | $7,714+74.9% | $3,740+260.6% |
| Admin fee / account holder | $876 | $7,243-87.9% | $12,431-93.0% | $5,306-83.5% |