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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 | $93,518 | $52,279+78.9% | $89,414+4.6% | $79,852+17.1% |
| Participation rate | 84.6% | 57.5%+27.1pp | 68.0%+16.6pp | 69.6%+15.0pp |
| Annual return | 12.72% | 22.16%-9.4pp | 245.50%-232.8pp | 31.72%-19.0pp |
| Employer contribution / active EE | $1,245 | $1,572-20.8% | $2,586-51.9% | $2,471-49.6% |
| Participant deferral / active EE | $4,703 | $2,740+71.6% | $3,890+20.9% | $3,740+25.7% |
| Admin fee / account holder | $741 | $3,356-77.9% | $4,883-84.8% | $5,306-86.0% |