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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 | $78,520+78.9% | $96,576+45.4% | $82,448+70.3% |
| Participation rate | 88.5% | 77.7%+10.7pp | 81.4%+7.0pp | 68.1%+20.4pp |
| Annual return | 16.66% | 41.30%-24.6pp | 38.47%-21.8pp | 41.64%-25.0pp |
| Employer contribution / active EE | $797 | $2,630-69.7% | $3,553-77.6% | $2,551-68.7% |
| Participant deferral / active EE | $6,764 | $6,754+0.1% | $7,956-15.0% | $4,139+63.4% |
| Admin fee / account holder | $1,406 | $13,455-89.6% | $11,381-87.6% | $7,234-80.6% |