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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 | $135,759 | $45,087+201.1% | $69,483+95.4% | $72,976+86.0% |
| Participation rate | 85.7% | 68.5%+17.2pp | 74.6%+11.1pp | 69.5%+16.2pp |
| Annual return | 5.71% | 22.67%-17.0pp | 28.99%-23.3pp | 81.02%-75.3pp |
| Employer contribution / active EE | $3,865 | $2,055+88.0% | $2,780+39.0% | $2,440+58.4% |
| Participant deferral / active EE | $6,571 | $2,603+152.4% | $3,537+85.8% | $3,608+82.1% |
| Admin fee / account holder | $1,718 | $3,057-43.8% | $3,841-55.3% | $5,124-66.5% |