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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 | $135,007 | $49,177+174.5% | $79,476+69.9% | $64,181+110.4% |
| Participation rate | 84.0% | 65.0%+19.0pp | 73.3%+10.7pp | 69.6%+14.4pp |
| Annual return | 7.67% | -1.16%+8.8pp | 718.21%-710.5pp | 7.63%0pp |
| Employer contribution / active EE | $1,638 | $2,076-21.1% | $2,800-41.5% | $2,381-31.2% |
| Participant deferral / active EE | $5,377 | $2,821+90.6% | $3,704+45.2% | $3,470+55.0% |
| Admin fee / account holder | $10,452 | $3,839+172.3% | $5,113+104.4% | $4,887+113.9% |