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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 | $101,833 | $56,894+79.0% | $84,753+20.2% | $62,881+61.9% |
| Participation rate | 70.3% | 68.5%+1.7pp | 76.6%-6.3pp | 69.3%+1.0pp |
| Annual return | 8.28% | 6.30%+2.0pp | 22.78%-14.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $491 | $2,400-79.6% | $3,574-86.3% | $2,281-78.5% |
| Participant deferral / active EE | $1,963 | $2,709-27.6% | $3,712-47.1% | $3,203-38.7% |
| Admin fee / account holder | $6,937 | $3,581+93.7% | $5,333+30.1% | $4,296+61.5% |