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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 | $122,050 | $73,787+65.4% | $98,716+23.6% | $82,448+48.0% |
| Participation rate | 83.0% | 61.4%+21.6pp | 69.3%+13.7pp | 68.1%+14.9pp |
| Annual return | 13.48% | 18.57%-5.1pp | 31.81%-18.3pp | 41.64%-28.2pp |
| Employer contribution / active EE | $811 | $1,511-46.4% | $2,279-64.4% | $2,551-68.2% |
| Participant deferral / active EE | $7,289 | $3,081+136.5% | $4,048+80.1% | $4,139+76.1% |
| Admin fee / account holder | $20,670 | $6,500+218.0% | $8,703+137.5% | $7,234+185.7% |