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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 | $111,227 | $56,894+95.5% | $84,753+31.2% | $62,881+76.9% |
| Participation rate | 85.7% | 68.5%+17.2pp | 76.6%+9.1pp | 69.3%+16.4pp |
| Annual return | 7.96% | 6.30%+1.7pp | 22.78%-14.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $796 | $2,400-66.8% | $3,574-77.7% | $2,281-65.1% |
| Participant deferral / active EE | $3,930 | $2,709+45.1% | $3,712+5.9% | $3,203+22.7% |
| Admin fee / account holder | $14,530 | $3,581+305.8% | $5,333+172.5% | $4,296+238.3% |