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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 | $143,996 | $60,349+138.6% | $74,184+94.1% | $62,881+129.0% |
| Participation rate | 80.9% | 72.7%+8.1pp | 76.6%+4.2pp | 69.3%+11.5pp |
| Annual return | 6.52% | 21.38%-14.9pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $883 | $1,680-47.4% | $2,370-62.7% | $2,281-61.3% |
| Participant deferral / active EE | $7,684 | $2,856+169.0% | $3,550+116.5% | $3,203+139.9% |
| Admin fee / account holder | $12,886 | $4,261+202.4% | $5,586+130.7% | $4,296+200.0% |