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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 | $139,806 | $78,015+79.2% | $178,505-21.7% | $80,959+72.7% |
| Participation rate | 75.0% | 65.7%+9.3pp | 77.1%-2.1pp | 67.7%+7.3pp |
| Annual return | 21.46% | 18.10%+3.4pp | 27.16%-5.7pp | 35.67%-14.2pp |
| Employer contribution / active EE | $2,342 | $2,281+2.6% | $3,955-40.8% | $2,757-15.1% |
| Participant deferral / active EE | $4,573 | $4,406+3.8% | $6,280-27.2% | $4,300+6.3% |
| Admin fee / account holder | $6,922 | $7,160-3.3% | $10,428-33.6% | $6,9250% |