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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 | $104,098+33.4% | $140,514-1.2% | $94,015+47.7% |
| Participation rate | 75.8% | 73.7%+2.0pp | 77.8%-2.0pp | 70.8%+4.9pp |
| Annual return | 13.22% | 15.14%-1.9pp | 14.36%-1.1pp | 17.84%-4.6pp |
| Employer contribution / active EE | $712 | $2,388-70.2% | $3,378-78.9% | $2,790-74.5% |
| Participant deferral / active EE | $7,681 | $4,033+90.4% | $4,919+56.2% | $4,249+80.7% |
| Admin fee / account holder | $5,069 | $10,439-51.4% | $13,697-63.0% | $8,951-43.4% |