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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 | $113,123 | $43,075+162.6% | $74,577+51.7% | $62,881+79.9% |
| Participation rate | 88.1% | 58.1%+30.1pp | 68.1%+20.0pp | 69.3%+18.8pp |
| Annual return | 7.06% | 17.50%-10.4pp | 20.47%-13.4pp | 20.14%-13.1pp |
| Employer contribution / active EE | $749 | $1,498-50.0% | $2,525-70.3% | $2,281-67.1% |
| Participant deferral / active EE | $6,885 | $2,389+188.2% | $3,458+99.1% | $3,203+115.0% |
| Admin fee / account holder | $3,466 | $2,840+22.1% | $4,138-16.2% | $4,296-19.3% |