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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 | $145,668 | $60,349+141.4% | $74,184+96.4% | $62,881+131.7% |
| Participation rate | 91.7% | 72.7%+18.9pp | 76.6%+15.0pp | 69.3%+22.4pp |
| Annual return | 7.39% | 21.38%-14.0pp | 17.74%-10.3pp | 20.14%-12.8pp |
| Employer contribution / active EE | $883 | $1,680-47.5% | $2,370-62.8% | $2,281-61.3% |
| Participant deferral / active EE | $2,720 | $2,856-4.8% | $3,550-23.4% | $3,203-15.1% |
| Admin fee / account holder | $9,112 | $4,261+113.8% | $5,586+63.1% | $4,296+112.1% |