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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 | $74,535+56.7% | $100,712+16.0% | $82,637+41.3% |
| Participation rate | 76.9% | 61.2%+15.7pp | 69.3%+7.6pp | 68.1%+8.9pp |
| Annual return | 15.11% | 18.92%-3.8pp | 33.27%-18.2pp | 53.51%-38.4pp |
| Employer contribution / active EE | $672 | $1,503-55.3% | $2,313-71.0% | $2,552-73.7% |
| Participant deferral / active EE | $7,463 | $3,074+142.8% | $4,085+82.7% | $4,126+80.9% |
| Admin fee / account holder | $10,811 | $6,576+64.4% | $9,256+16.8% | $7,339+47.3% |