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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 | $58,057+116.7% | $97,032+29.6% | $86,983+44.6% |
| Participation rate | 98.0% | 60.4%+37.6pp | 71.6%+26.4pp | 69.5%+28.4pp |
| Annual return | 16.16% | 22.26%-6.1pp | 35.38%-19.2pp | 25.83%-9.7pp |
| Employer contribution / active EE | $790 | $1,663-52.5% | $2,629-69.9% | $2,584-69.4% |
| Participant deferral / active EE | $8,447 | $3,244+160.4% | $4,672+80.8% | $4,194+101.4% |
| Admin fee / account holder | $6,425 | $4,839+32.8% | $9,418-31.8% | $7,856-18.2% |