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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 | $103,912 | $60,349+72.2% | $74,184+40.1% | $62,881+65.3% |
| Participation rate | 93.5% | 72.7%+20.7pp | 76.6%+16.9pp | 69.3%+24.2pp |
| Annual return | 6.89% | 21.38%-14.5pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,163 | $1,680-30.8% | $2,370-50.9% | $2,281-49.0% |
| Participant deferral / active EE | $6,330 | $2,856+121.6% | $3,550+78.3% | $3,203+97.6% |
| Admin fee / account holder | $17,245 | $4,261+304.7% | $5,586+208.7% | $4,296+301.4% |