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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 | $119,496 | $67,894+76.0% | $89,340+33.8% | $82,448+44.9% |
| Participation rate | 83.6% | 64.0%+19.6pp | 69.6%+14.1pp | 68.1%+15.6pp |
| Annual return | 13.92% | 19.21%-5.3pp | 20.57%-6.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $655 | $1,828-64.1% | $2,231-70.6% | $2,551-74.3% |
| Participant deferral / active EE | $8,841 | $3,072+187.8% | $3,823+131.3% | $4,139+113.6% |
| Admin fee / account holder | $19,865 | $5,723+247.1% | $6,704+196.3% | $7,234+174.6% |