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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 | $121,723 | $60,349+101.7% | $74,184+64.1% | $62,881+93.6% |
| Participation rate | 86.8% | 72.7%+14.0pp | 76.6%+10.1pp | 69.3%+17.5pp |
| Annual return | 16.78% | 21.38%-4.6pp | 17.74%-1.0pp | 20.14%-3.4pp |
| Employer contribution / active EE | $934 | $1,680-44.4% | $2,370-60.6% | $2,281-59.1% |
| Participant deferral / active EE | $4,218 | $2,856+47.7% | $3,550+18.8% | $3,203+31.7% |
| Admin fee / account holder | $6,969 | $4,261+63.6% | $5,586+24.8% | $4,296+62.2% |