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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 | $134,447 | $56,054+139.9% | $171,082-21.4% | $62,881+113.8% |
| Participation rate | 73.2% | 62.9%+10.3pp | 76.7%-3.5pp | 69.3%+3.9pp |
| Annual return | 6.22% | 22.52%-16.3pp | 32.56%-26.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,399 | $1,731+38.6% | $4,002-40.1% | $2,281+5.2% |
| Participant deferral / active EE | $5,164 | $3,158+63.5% | $4,797+7.7% | $3,203+61.2% |
| Admin fee / account holder | $7,346 | $3,647+101.4% | $8,520-13.8% | $4,296+71.0% |