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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 | $132,181 | $58,828+124.7% | $78,002+69.5% | $62,881+110.2% |
| Participation rate | 82.8% | 71.1%+11.7pp | 75.5%+7.2pp | 69.3%+13.5pp |
| Annual return | 9.28% | 17.16%-7.9pp | 425.99%-416.7pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,074 | $1,672-35.7% | $2,470-56.5% | $2,281-52.9% |
| Participant deferral / active EE | $3,719 | $2,686+38.5% | $3,497+6.3% | $3,203+16.1% |
| Admin fee / account holder | $5,367 | $4,393+22.2% | $5,481-2.1% | $4,296+24.9% |