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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 | $77,574+95.9% | $108,753+39.8% | $86,983+74.8% |
| Participation rate | 85.9% | 62.3%+23.6pp | 71.1%+14.8pp | 69.5%+16.4pp |
| Annual return | 16.80% | 18.42%-1.6pp | 37.47%-20.7pp | 25.83%-9.0pp |
| Employer contribution / active EE | $975 | $1,611-39.5% | $2,427-59.8% | $2,584-62.3% |
| Participant deferral / active EE | $7,363 | $3,128+135.4% | $4,115+78.9% | $4,194+75.6% |
| Admin fee / account holder | $8,263 | $6,529+26.6% | $10,320-19.9% | $7,856+5.2% |