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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 | $130,452 | $74,535+75.0% | $100,712+29.5% | $82,637+57.9% |
| Participation rate | 77.1% | 61.2%+16.0pp | 69.3%+7.9pp | 68.1%+9.1pp |
| Annual return | 15.88% | 18.92%-3.0pp | 33.27%-17.4pp | 53.51%-37.6pp |
| Employer contribution / active EE | $1,730 | $1,503+15.2% | $2,313-25.2% | $2,552-32.2% |
| Participant deferral / active EE | $5,749 | $3,074+87.0% | $4,085+40.7% | $4,126+39.3% |
| Admin fee / account holder | $6,704 | $6,576+2.0% | $9,256-27.6% | $7,339-8.6% |