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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 | $108,257 | $72,273+49.8% | $101,275+6.9% | $79,856+35.6% |
| Participation rate | 93.8% | 68.5%+25.4pp | 75.8%+18.0pp | 69.6%+24.2pp |
| Annual return | 15.77% | 22.30%-6.5pp | 46.48%-30.7pp | 31.71%-15.9pp |
| Employer contribution / active EE | $794 | $2,691-70.5% | $3,660-78.3% | $2,471-67.9% |
| Participant deferral / active EE | $6,061 | $3,282+84.7% | $4,371+38.7% | $3,741+62.0% |
| Admin fee / account holder | $5,155 | $4,401+17.1% | $5,948-13.3% | $5,306-2.8% |