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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 | $155,345 | $88,707+75.1% | $74,184+109.4% | $273,972-43.3% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 4.96% | 11.94%-7.0pp | 17.74%-12.8pp | 41.46%-36.5pp |
| Employer contribution / active EE | $733 | $3,159-76.8% | $2,370-69.1% | $4,869-84.9% |
| Participant deferral / active EE | $6,149 | $4,212+46.0% | $3,550+73.2% | $5,287+16.3% |
| Admin fee / account holder | $1,126 | $8,717-87.1% | $5,586-79.8% | $10,133-88.9% |