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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 | $71,353+96.8% | $92,805+51.3% | $86,983+61.5% |
| Participation rate | 88.5% | 80.9%+7.6pp | 83.5%+5.0pp | 69.5%+18.9pp |
| Annual return | 16.66% | 44.68%-28.0pp | 31.59%-14.9pp | 25.83%-9.2pp |
| Employer contribution / active EE | $797 | $2,468-67.7% | $3,424-76.7% | $2,584-69.1% |
| Participant deferral / active EE | $6,764 | $6,966-2.9% | $8,448-19.9% | $4,194+61.3% |
| Admin fee / account holder | $1,406 | $6,099-77.0% | $10,911-87.1% | $7,856-82.1% |