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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 | $152,006 | $76,834+97.8% | $108,359+40.3% | $87,485+73.8% |
| Participation rate | 85.9% | 61.7%+24.2pp | 70.1%+15.8pp | 68.9%+17.0pp |
| Annual return | 16.80% | 19.09%-2.3pp | 36.89%-20.1pp | 26.06%-9.3pp |
| Employer contribution / active EE | $975 | $1,556-37.4% | $2,399-59.4% | $2,596-62.4% |
| Participant deferral / active EE | $7,363 | $3,100+137.5% | $4,137+78.0% | $4,274+72.3% |
| Admin fee / account holder | $8,263 | $6,537+26.4% | $9,741-15.2% | $7,775+6.3% |