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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 | $125,785 | $57,590+118.4% | $86,233+45.9% | $82,448+52.6% |
| Participation rate | 98.0% | 57.9%+40.1pp | 69.0%+28.9pp | 68.1%+29.9pp |
| Annual return | 16.16% | 22.41%-6.3pp | 61.39%-45.2pp | 41.64%-25.5pp |
| Employer contribution / active EE | $790 | $1,655-52.3% | $2,504-68.5% | $2,551-69.0% |
| Participant deferral / active EE | $8,447 | $3,080+174.3% | $4,559+85.3% | $4,139+104.1% |
| Admin fee / account holder | $6,425 | $4,730+35.8% | $8,342-23.0% | $7,234-11.2% |