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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 | $142,696 | $63,082+126.2% | $81,726+74.6% | $79,856+78.7% |
| Participation rate | 90.3% | 67.5%+22.8pp | 72.0%+18.3pp | 69.6%+20.7pp |
| Annual return | 14.78% | 22.66%-7.9pp | 29.49%-14.7pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,318 | $1,795-26.6% | $4,311-69.4% | $2,471-46.7% |
| Participant deferral / active EE | $4,900 | $2,780+76.2% | $7,108-31.1% | $3,741+31.0% |
| Admin fee / account holder | $783 | $4,428-82.3% | $5,160-84.8% | $5,306-85.2% |