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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 | $120,059 | $63,845+88.0% | $81,370+47.5% | $80,959+48.3% |
| Participation rate | 80.8% | 63.9%+16.9pp | 69.5%+11.2pp | 67.7%+13.1pp |
| Annual return | 15.82% | 16.37%-0.5pp | 24.85%-9.0pp | 35.67%-19.8pp |
| Employer contribution / active EE | $760 | $1,980-61.6% | $2,464-69.1% | $2,757-72.4% |
| Participant deferral / active EE | $7,959 | $3,093+157.3% | $3,885+104.9% | $4,300+85.1% |
| Admin fee / account holder | $15,083 | $5,688+165.2% | $5,749+162.4% | $6,925+117.8% |