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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 | $112,187 | $60,349+85.9% | $74,184+51.2% | $62,881+78.4% |
| Participation rate | 84.6% | 72.7%+11.9pp | 76.6%+8.0pp | 69.3%+15.3pp |
| Annual return | 6.28% | 21.38%-15.1pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $936 | $1,680-44.3% | $2,370-60.5% | $2,281-59.0% |
| Participant deferral / active EE | $4,295 | $2,856+50.4% | $3,550+21.0% | $3,203+34.1% |
| Admin fee / account holder | $21,664 | $4,261+408.5% | $5,586+287.9% | $4,296+404.3% |