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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 | $101,482 | $67,602+50.1% | $82,312+23.3% | $70,126+44.7% |
| Participation rate | 76.3% | 72.8%+3.5pp | 76.9%-0.6pp | 69.5%+6.8pp |
| Annual return | 16.14% | 21.57%-5.4pp | 25.88%-9.7pp | 73.15%-57.0pp |
| Employer contribution / active EE | $1,497 | $1,755-14.7% | $2,428-38.4% | $2,343-36.1% |
| Participant deferral / active EE | $6,110 | $2,987+104.5% | $3,706+64.9% | $3,332+83.4% |
| Admin fee / account holder | $1,065 | $4,512-76.4% | $5,608-81.0% | $4,645-77.1% |