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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 | $163,704 | $67,894+141.1% | $89,340+83.2% | $82,448+98.6% |
| Participation rate | 76.3% | 64.0%+12.3pp | 69.6%+6.7pp | 68.1%+8.2pp |
| Annual return | 12.86% | 19.21%-6.3pp | 20.57%-7.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,257 | $1,828-31.2% | $2,231-43.7% | $2,551-50.7% |
| Participant deferral / active EE | $7,923 | $3,072+157.9% | $3,823+107.2% | $4,139+91.4% |
| Admin fee / account holder | $5,218 | $5,723-8.8% | $6,704-22.2% | $7,234-27.9% |