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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 | $142,491 | $60,349+136.1% | $74,184+92.1% | $62,881+126.6% |
| Participation rate | 72.2% | 72.7%-0.5pp | 76.6%-4.4pp | 69.3%+2.9pp |
| Annual return | 7.17% | 21.38%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,800 | $1,680+7.1% | $2,370-24.1% | $2,281-21.1% |
| Participant deferral / active EE | $5,118 | $2,856+79.2% | $3,550+44.2% | $3,203+59.8% |
| Admin fee / account holder | $5,267 | $4,261+23.6% | $5,586-5.7% | $4,296+22.6% |