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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 | $118,148 | $89,367+32.2% | $141,191-16.3% | $72,975+61.9% |
| Participation rate | 83.3% | 75.1%+8.2pp | 82.5%+0.9pp | 69.5%+13.8pp |
| Annual return | 35.36% | 111.87%-76.5pp | 71.41%-36.0pp | 81.01%-45.7pp |
| Employer contribution / active EE | $978 | $3,115-68.6% | $4,736-79.3% | $2,440-59.9% |
| Participant deferral / active EE | $8,710 | $5,419+60.7% | $6,710+29.8% | $3,608+141.4% |
| Admin fee / account holder | $13,264 | $5,957+122.7% | $10,264+29.2% | $5,124+158.9% |