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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 | $147,412 | $73,981+99.3% | $105,754+39.4% | $62,881+134.4% |
| Participation rate | 76.7% | 71.7%+5.0pp | 78.9%-2.2pp | 69.3%+7.4pp |
| Annual return | 6.84% | 17.60%-10.8pp | 12.25%-5.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,118 | $2,856-60.8% | $4,079-72.6% | $2,281-51.0% |
| Participant deferral / active EE | $2,030 | $4,038-49.7% | $5,326-61.9% | $3,203-36.6% |
| Admin fee / account holder | $3,743 | $5,976-37.4% | $8,309-55.0% | $4,296-12.9% |