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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 | $116,800 | $73,787+58.3% | $98,716+18.3% | $82,448+41.7% |
| Participation rate | 76.9% | 61.4%+15.5pp | 69.3%+7.6pp | 68.1%+8.9pp |
| Annual return | 15.11% | 18.57%-3.5pp | 31.81%-16.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $672 | $1,511-55.6% | $2,279-70.5% | $2,551-73.7% |
| Participant deferral / active EE | $7,463 | $3,081+142.2% | $4,048+84.4% | $4,139+80.3% |
| Admin fee / account holder | $10,811 | $6,500+66.3% | $8,703+24.2% | $7,234+49.4% |