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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 | $175,827 | $76,834+128.8% | $108,359+62.3% | $87,485+101.0% |
| Participation rate | 93.1% | 61.7%+31.4pp | 70.1%+23.0pp | 68.9%+24.2pp |
| Annual return | 14.95% | 19.09%-4.1pp | 36.89%-21.9pp | 26.06%-11.1pp |
| Employer contribution / active EE | $845 | $1,556-45.7% | $2,399-64.8% | $2,596-67.5% |
| Participant deferral / active EE | $6,738 | $3,100+117.3% | $4,137+62.9% | $4,274+57.7% |
| Admin fee / account holder | $400 | $6,537-93.9% | $9,741-95.9% | $7,775-94.9% |