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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 | $134,467 | $84,236+59.6% | $170,435-21.1% | $70,126+91.8% |
| Participation rate | 87.2% | 70.8%+16.4pp | 83.6%+3.6pp | 69.5%+17.7pp |
| Annual return | 14.10% | 23.06%-9.0pp | 205.94%-191.8pp | 73.15%-59.1pp |
| Employer contribution / active EE | $7,242 | $3,387+113.8% | $5,432+33.3% | $2,343+209.2% |
| Participant deferral / active EE | $5,038 | $3,086+63.3% | $4,939+2.0% | $3,332+51.2% |
| Admin fee / account holder | $891 | $5,698-84.4% | $13,881-93.6% | $4,645-80.8% |