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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 | $100,194+38.6% | $122,979+12.9% | $86,983+59.6% |
| Participation rate | 75.8% | 73.0%+2.8pp | 77.2%-1.4pp | 69.5%+6.2pp |
| Annual return | 13.22% | 16.47%-3.3pp | 20.12%-6.9pp | 25.83%-12.6pp |
| Employer contribution / active EE | $712 | $2,326-69.4% | $3,062-76.7% | $2,584-72.4% |
| Participant deferral / active EE | $7,681 | $4,133+85.8% | $5,003+53.5% | $4,194+83.1% |
| Admin fee / account holder | $5,069 | $10,148-50.0% | $12,864-60.6% | $7,856-35.5% |