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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 | $145,662 | $60,349+141.4% | $74,184+96.4% | $62,881+131.6% |
| Participation rate | 75.7% | 72.7%+2.9pp | 76.6%-0.9pp | 69.3%+6.4pp |
| Annual return | 7.58% | 21.38%-13.8pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,094 | $1,680-34.9% | $2,370-53.8% | $2,281-52.0% |
| Participant deferral / active EE | $4,901 | $2,856+71.6% | $3,550+38.1% | $3,203+53.0% |
| Admin fee / account holder | $13,682 | $4,261+221.1% | $5,586+144.9% | $4,296+218.5% |