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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 | $102,807 | $55,930+83.8% | $76,089+35.1% | $80,925+27.0% |
| Participation rate | 88.9% | 62.1%+26.8pp | 69.1%+19.8pp | 67.7%+21.2pp |
| Annual return | 11.37% | 20.58%-9.2pp | 360.94%-349.6pp | 35.65%-24.3pp |
| Employer contribution / active EE | $1,539 | $1,866-17.5% | $2,690-42.8% | $2,756-44.2% |
| Participant deferral / active EE | $6,770 | $3,051+121.9% | $4,259+59.0% | $4,299+57.5% |
| Admin fee / account holder | $674 | $5,241-87.1% | $6,418-89.5% | $6,940-90.3% |