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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 | $179,825 | $78,428+129.3% | $95,960+87.4% | $79,852+125.2% |
| Participation rate | 90.5% | 73.5%+17.0pp | 77.1%+13.4pp | 69.6%+20.8pp |
| Annual return | 13.38% | 19.37%-6.0pp | 91.63%-78.3pp | 31.72%-18.3pp |
| Employer contribution / active EE | $1,532 | $1,945-21.2% | $2,541-39.7% | $2,471-38.0% |
| Participant deferral / active EE | $8,223 | $3,440+139.0% | $4,167+97.4% | $3,740+119.8% |
| Admin fee / account holder | $1,543 | $5,622-72.6% | $6,797-77.3% | $5,306-70.9% |