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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 | $140,441 | $86,940+61.5% | $102,434+37.1% | $80,935+73.5% |
| Participation rate | 70.0% | 72.4%-2.4pp | 76.5%-6.5pp | 67.7%+2.3pp |
| Annual return | 13.70% | 18.89%-5.2pp | 29.46%-15.8pp | 35.66%-22.0pp |
| Employer contribution / active EE | $3,284 | $2,370+38.6% | $3,023+8.6% | $2,757+19.1% |
| Participant deferral / active EE | $6,646 | $4,121+61.3% | $5,055+31.5% | $4,299+54.6% |
| Admin fee / account holder | $640 | $8,047-92.1% | $9,462-93.2% | $6,924-90.8% |