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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 | $139,160 | $60,349+130.6% | $74,184+87.6% | $62,881+121.3% |
| Participation rate | 71.0% | 72.7%-1.8pp | 76.6%-5.7pp | 69.3%+1.7pp |
| Annual return | 6.60% | 21.38%-14.8pp | 17.74%-11.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $3,562 | $1,680+112.0% | $2,370+50.3% | $2,281+56.2% |
| Participant deferral / active EE | $8,380 | $2,856+193.4% | $3,550+136.1% | $3,203+161.6% |
| Admin fee / account holder | $4,498 | $4,261+5.6% | $5,586-19.5% | $4,296+4.7% |