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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 | $168,161 | $108,825+54.5% | $156,181+7.7% | $82,448+104.0% |
| Participation rate | 79.7% | 72.4%+7.3pp | 78.8%+0.8pp | 68.1%+11.6pp |
| Annual return | 27.60% | 20.59%+7.0pp | 64.87%-37.3pp | 41.64%-14.0pp |
| Employer contribution / active EE | $2,436 | $2,870-15.1% | $4,294-43.3% | $2,551-4.5% |
| Participant deferral / active EE | $6,068 | $4,577+32.6% | $6,132-1.0% | $4,139+46.6% |
| Admin fee / account holder | $6,399 | $9,341-31.5% | $14,586-56.1% | $7,234-11.5% |