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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 | $148,363 | $76,371+94.3% | $93,621+58.5% | $72,975+103.3% |
| Participation rate | 83.5% | 71.8%+11.8pp | 75.8%+7.7pp | 69.5%+14.1pp |
| Annual return | 23.47% | 25.82%-2.3pp | 32.76%-9.3pp | 81.01%-57.5pp |
| Employer contribution / active EE | $606 | $2,276-73.4% | $2,719-77.7% | $2,440-75.2% |
| Participant deferral / active EE | $5,938 | $3,538+67.8% | $4,070+45.9% | $3,608+64.6% |
| Admin fee / account holder | $7,006 | $6,839+2.4% | $7,890-11.2% | $5,124+36.7% |