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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 | $142,825 | $73,787+93.6% | $98,716+44.7% | $82,448+73.2% |
| Participation rate | 83.1% | 61.4%+21.7pp | 69.3%+13.8pp | 68.1%+15.0pp |
| Annual return | 16.11% | 18.57%-2.5pp | 31.81%-15.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $704 | $1,511-53.4% | $2,279-69.1% | $2,551-72.4% |
| Participant deferral / active EE | $2,132 | $3,081-30.8% | $4,048-47.3% | $4,139-48.5% |
| Admin fee / account holder | $7,317 | $6,500+12.6% | $8,703-15.9% | $7,234+1.1% |