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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 | $122,559 | $48,364+153.4% | $71,796+70.7% | $62,881+94.9% |
| Participation rate | 81.8% | 60.6%+21.2pp | 69.1%+12.7pp | 69.3%+12.5pp |
| Annual return | 7.70% | 13.16%-5.5pp | 78.04%-70.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,612 | $1,042+54.7% | $1,924-16.2% | $2,281-29.3% |
| Participant deferral / active EE | $2,016 | $2,091-3.6% | $2,794-27.9% | $3,203-37.1% |
| Admin fee / account holder | $4,434 | $3,771+17.6% | $4,815-7.9% | $4,296+3.2% |