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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 | $87,823 | $60,349+45.5% | $74,184+18.4% | $62,881+39.7% |
| Participation rate | 76.5% | 72.7%+3.7pp | 76.6%-0.1pp | 69.3%+7.2pp |
| Annual return | 5.37% | 21.38%-16.0pp | 17.74%-12.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,106 | $1,680-34.2% | $2,370-53.3% | $2,281-51.5% |
| Participant deferral / active EE | $4,643 | $2,856+62.6% | $3,550+30.8% | $3,203+45.0% |
| Admin fee / account holder | $11,007 | $4,261+158.3% | $5,586+97.1% | $4,296+156.2% |