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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 | $138,295 | $60,349+129.2% | $74,184+86.4% | $62,881+119.9% |
| Participation rate | 89.3% | 72.7%+16.6pp | 76.6%+12.7pp | 69.3%+20.0pp |
| Annual return | 6.17% | 21.38%-15.2pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,765 | $1,680+64.5% | $2,370+16.6% | $2,281+21.2% |
| Participant deferral / active EE | $1,817 | $2,856-36.4% | $3,550-48.8% | $3,203-43.3% |
| Admin fee / account holder | $880 | $4,261-79.3% | $5,586-84.2% | $4,296-79.5% |