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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 | $140,449 | $83,061+69.1% | $126,068+11.4% | $94,015+49.4% |
| Participation rate | 88.5% | 81.2%+7.3pp | 84.7%+3.8pp | 70.8%+17.6pp |
| Annual return | 16.66% | 20.41%-3.8pp | 15.01%+1.6pp | 17.84%-1.2pp |
| Employer contribution / active EE | $797 | $2,864-72.2% | $3,968-79.9% | $2,790-71.4% |
| Participant deferral / active EE | $6,764 | $7,042-4.0% | $8,214-17.7% | $4,249+59.2% |
| Admin fee / account holder | $1,406 | $7,208-80.5% | $18,264-92.3% | $8,951-84.3% |