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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 | $118,579 | $56,287+110.7% | $80,977+46.4% | $62,881+88.6% |
| Participation rate | 71.9% | 68.9%+2.9pp | 75.8%-3.9pp | 69.3%+2.6pp |
| Annual return | 6.21% | 22.13%-15.9pp | 17.11%-10.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,272 | $1,943-34.6% | $3,715-65.8% | $2,281-44.3% |
| Participant deferral / active EE | $7,537 | $4,196+79.6% | $5,696+32.3% | $3,203+135.3% |
| Admin fee / account holder | $23,157 | $3,742+518.8% | $5,517+319.8% | $4,296+439.1% |