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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 | $138,432 | $48,011+188.3% | $63,803+117.0% | $82,637+67.5% |
| Participation rate | 94.0% | 66.6%+27.5pp | 72.7%+21.3pp | 68.1%+26.0pp |
| Annual return | 14.04% | 19.84%-5.8pp | 543.72%-529.7pp | 53.51%-39.5pp |
| Employer contribution / active EE | $658 | $1,904-65.4% | $2,532-74.0% | $2,552-74.2% |
| Participant deferral / active EE | $2,055 | $2,846-27.8% | $3,843-46.5% | $4,126-50.2% |
| Admin fee / account holder | $3,505 | $3,873-9.5% | $5,196-32.6% | $7,339-52.2% |