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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 | $142,898 | $49,177+190.6% | $79,467+79.8% | $64,173+122.7% |
| Participation rate | 95.7% | 65.0%+30.6pp | 73.3%+22.3pp | 69.6%+26.1pp |
| Annual return | 9.70% | -1.16%+10.9pp | 718.30%-708.6pp | 7.63%+2.1pp |
| Employer contribution / active EE | $1,665 | $2,076-19.8% | $2,800-40.5% | $2,381-30.1% |
| Participant deferral / active EE | $7,555 | $2,821+167.8% | $3,704+104.0% | $3,470+117.7% |
| Admin fee / account holder | $3,386 | $3,839-11.8% | $5,104-33.7% | $4,887-30.7% |