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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 | $143,376 | $60,349+137.6% | $74,184+93.3% | $62,881+128.0% |
| Participation rate | 90.0% | 72.7%+17.3pp | 76.6%+13.4pp | 69.3%+20.7pp |
| Annual return | 6.73% | 21.38%-14.6pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,552 | $1,680-7.7% | $2,370-34.5% | $2,281-32.0% |
| Participant deferral / active EE | $5,661 | $2,856+98.2% | $3,550+59.5% | $3,203+76.7% |
| Admin fee / account holder | $8,705 | $4,261+104.3% | $5,586+55.9% | $4,296+102.6% |