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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 | $156,809 | $58,523+167.9% | $99,475+57.6% | $72,975+114.9% |
| Participation rate | 73.5% | 64.6%+8.9pp | 73.8%-0.3pp | 69.5%+4.0pp |
| Annual return | 16.90% | 28.51%-11.6pp | 30.72%-13.8pp | 81.01%-64.1pp |
| Employer contribution / active EE | $525 | $1,512-65.3% | $2,540-79.3% | $2,440-78.5% |
| Participant deferral / active EE | $4,715 | $2,606+80.9% | $3,619+30.3% | $3,608+30.7% |
| Admin fee / account holder | $6,456 | $4,102+57.4% | $6,252+3.3% | $5,124+26.0% |