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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 | $112,116 | $32,037+250.0% | $69,182+62.1% | $62,881+78.3% |
| Participation rate | 89.3% | 43.4%+45.9pp | 55.1%+34.2pp | 69.3%+20.0pp |
| Annual return | 8.12% | 15.16%-7.0pp | -21.93%+30.0pp | 20.14%-12.0pp |
| Employer contribution / active EE | $4,899 | $679+621.3% | $1,206+306.2% | $2,281+114.8% |
| Participant deferral / active EE | $7,615 | $1,185+542.4% | $1,897+301.4% | $3,203+137.7% |
| Admin fee / account holder | $2,566 | $2,608-1.6% | $2,697-4.9% | $4,296-40.3% |