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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 | $110,157 | $60,349+82.5% | $74,184+48.5% | $62,881+75.2% |
| Participation rate | 91.9% | 72.7%+19.2pp | 76.6%+15.3pp | 69.3%+22.6pp |
| Annual return | 7.15% | 21.38%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,656 | $1,680-1.4% | $2,370-30.1% | $2,281-27.4% |
| Participant deferral / active EE | $7,052 | $2,856+146.9% | $3,550+98.7% | $3,203+120.2% |
| Admin fee / account holder | $437 | $4,261-89.7% | $5,586-92.2% | $4,296-89.8% |