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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 | $156,138 | $70,486+121.5% | $100,535+55.3% | $79,856+95.5% |
| Participation rate | 87.1% | 73.6%+13.5pp | 79.4%+7.7pp | 69.6%+17.5pp |
| Annual return | 14.08% | 21.90%-7.8pp | 30.90%-16.8pp | 31.71%-17.6pp |
| Employer contribution / active EE | $822 | $2,165-62.0% | $3,419-76.0% | $2,471-66.8% |
| Participant deferral / active EE | $10,903 | $5,182+110.4% | $6,271+73.9% | $3,741+191.5% |
| Admin fee / account holder | $7,277 | $4,480+62.4% | $8,085-10.0% | $5,306+37.1% |