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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 | $166,897 | $67,602+146.9% | $82,312+102.8% | $70,126+138.0% |
| Participation rate | 83.7% | 72.8%+10.9pp | 76.9%+6.8pp | 69.5%+14.1pp |
| Annual return | 17.59% | 21.57%-4.0pp | 25.88%-8.3pp | 73.15%-55.6pp |
| Employer contribution / active EE | $745 | $1,755-57.5% | $2,428-69.3% | $2,343-68.2% |
| Participant deferral / active EE | $6,473 | $2,987+116.7% | $3,706+74.7% | $3,332+94.3% |
| Admin fee / account holder | $5,340 | $4,512+18.4% | $5,608-4.8% | $4,645+14.9% |