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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 | $141,912 | $57,057+148.7% | $85,009+66.9% | $80,874+75.5% |
| Participation rate | 94.9% | 56.4%+38.6pp | 67.5%+27.4pp | 67.6%+27.3pp |
| Annual return | 12.43% | 21.66%-9.2pp | 66.47%-54.0pp | 35.62%-23.2pp |
| Employer contribution / active EE | $1,752 | $1,799-2.6% | $2,728-35.8% | $2,756-36.4% |
| Participant deferral / active EE | $6,617 | $3,112+112.6% | $4,522+46.3% | $4,297+54.0% |
| Admin fee / account holder | $7,429 | $4,986+49.0% | $6,153+20.8% | $6,935+7.1% |