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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 | $184,480 | $76,551+141.0% | $123,894+48.9% | $62,881+193.4% |
| Participation rate | 81.0% | 73.0%+8.1pp | 81.4%-0.4pp | 69.3%+11.7pp |
| Annual return | 6.22% | 18.68%-12.5pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,772 | $2,882-38.5% | $4,617-61.6% | $2,281-22.3% |
| Participant deferral / active EE | $8,028 | $4,840+65.9% | $5,984+34.2% | $3,203+150.6% |
| Admin fee / account holder | $587 | $4,826-87.8% | $8,357-93.0% | $4,296-86.3% |