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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 | $120,877 | $74,535+62.2% | $100,712+20.0% | $82,637+46.3% |
| Participation rate | 77.2% | 61.2%+16.0pp | 69.3%+7.9pp | 68.1%+9.2pp |
| Annual return | 19.12% | 18.92%+0.2pp | 33.27%-14.2pp | 53.51%-34.4pp |
| Employer contribution / active EE | $764 | $1,503-49.1% | $2,313-67.0% | $2,552-70.1% |
| Participant deferral / active EE | $4,412 | $3,074+43.5% | $4,085+8.0% | $4,126+6.9% |
| Admin fee / account holder | $2,546 | $6,576-61.3% | $9,256-72.5% | $7,339-65.3% |