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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 | $82,296 | $58,828+39.9% | $78,002+5.5% | $62,881+30.9% |
| Participation rate | 83.3% | 71.1%+12.3pp | 75.5%+7.8pp | 69.3%+14.0pp |
| Annual return | 7.24% | 17.16%-9.9pp | 425.99%-418.7pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,513 | $1,672+50.3% | $2,470+1.7% | $2,281+10.2% |
| Participant deferral / active EE | $2,579 | $2,686-4.0% | $3,497-26.3% | $3,203-19.5% |
| Admin fee / account holder | $3,438 | $4,393-21.8% | $5,481-37.3% | $4,296-20.0% |