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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 | $77,358+81.6% | $102,184+37.4% | $87,485+60.5% |
| Participation rate | 88.5% | 78.7%+9.8pp | 82.6%+5.9pp | 68.9%+19.5pp |
| Annual return | 16.66% | 41.11%-24.5pp | 31.58%-14.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $797 | $2,562-68.9% | $3,594-77.8% | $2,596-69.3% |
| Participant deferral / active EE | $6,764 | $6,753+0.2% | $8,309-18.6% | $4,274+58.3% |
| Admin fee / account holder | $1,406 | $6,809-79.4% | $11,609-87.9% | $7,775-81.9% |