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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 | $178,628 | $56,894+214.0% | $84,753+110.8% | $62,881+184.1% |
| Participation rate | 75.0% | 68.5%+6.5pp | 76.6%-1.6pp | 69.3%+5.7pp |
| Annual return | 7.92% | 6.30%+1.6pp | 22.78%-14.9pp | 20.14%-12.2pp |
| Employer contribution / active EE | $956 | $2,400-60.1% | $3,574-73.2% | $2,281-58.1% |
| Participant deferral / active EE | $8,320 | $2,709+207.1% | $3,712+124.2% | $3,203+159.8% |
| Admin fee / account holder | $11,496 | $3,581+221.0% | $5,333+115.6% | $4,296+167.6% |