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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 | $137,201 | $76,551+79.2% | $123,894+10.7% | $62,881+118.2% |
| Participation rate | 96.4% | 73.0%+23.4pp | 81.4%+15.0pp | 69.3%+27.1pp |
| Annual return | 6.44% | 18.68%-12.2pp | 47.52%-41.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $853 | $2,882-70.4% | $4,617-81.5% | $2,281-62.6% |
| Participant deferral / active EE | $6,014 | $4,840+24.3% | $5,984+0.5% | $3,203+87.8% |
| Admin fee / account holder | $5,377 | $4,826+11.4% | $8,357-35.7% | $4,296+25.2% |