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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 | $119,714 | $56,894+110.4% | $84,753+41.3% | $62,881+90.4% |
| Participation rate | 75.9% | 68.5%+7.3pp | 76.6%-0.7pp | 69.3%+6.6pp |
| Annual return | 7.47% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $674 | $2,400-71.9% | $3,574-81.1% | $2,281-70.5% |
| Participant deferral / active EE | $3,930 | $2,709+45.1% | $3,712+5.9% | $3,203+22.7% |
| Admin fee / account holder | $475 | $3,581-86.7% | $5,333-91.1% | $4,296-88.9% |