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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 | $104,261 | $58,828+77.2% | $78,002+33.7% | $62,881+65.8% |
| Participation rate | 91.8% | 71.1%+20.8pp | 75.5%+16.3pp | 69.3%+22.5pp |
| Annual return | 7.46% | 17.16%-9.7pp | 425.99%-418.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,881 | $1,672+12.5% | $2,470-23.8% | $2,281-17.5% |
| Participant deferral / active EE | $1,315 | $2,686-51.0% | $3,497-62.4% | $3,203-59.0% |
| Admin fee / account holder | $3,028 | $4,393-31.1% | $5,481-44.7% | $4,296-29.5% |