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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 | $138,841 | $95,404+45.5% | $113,397+22.4% | $82,637+68.0% |
| Participation rate | 75.8% | 72.8%+2.9pp | 76.5%-0.7pp | 68.1%+7.7pp |
| Annual return | 13.22% | 19.08%-5.9pp | 23.20%-10.0pp | 53.51%-40.3pp |
| Employer contribution / active EE | $712 | $2,307-69.1% | $2,977-76.1% | $2,552-72.1% |
| Participant deferral / active EE | $7,681 | $4,220+82.0% | $5,076+51.3% | $4,126+86.1% |
| Admin fee / account holder | $5,069 | $9,168-44.7% | $11,957-57.6% | $7,339-30.9% |