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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 | $73,787+106.0% | $98,716+54.0% | $82,448+84.4% |
| Participation rate | 85.9% | 61.4%+24.5pp | 69.3%+16.6pp | 68.1%+17.8pp |
| Annual return | 16.80% | 18.57%-1.8pp | 31.81%-15.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $975 | $1,511-35.5% | $2,279-57.2% | $2,551-61.8% |
| Participant deferral / active EE | $7,363 | $3,081+138.9% | $4,048+81.9% | $4,139+77.9% |
| Admin fee / account holder | $8,263 | $6,500+27.1% | $8,703-5.1% | $7,234+14.2% |