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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 | $142,934 | $71,230+100.7% | $93,727+52.5% | $80,959+76.6% |
| Participation rate | 79.5% | 60.4%+19.1pp | 68.7%+10.8pp | 67.7%+11.8pp |
| Annual return | 12.67% | 11.26%+1.4pp | 133.83%-121.2pp | 35.67%-23.0pp |
| Employer contribution / active EE | $610 | $1,565-61.0% | $2,421-74.8% | $2,757-77.9% |
| Participant deferral / active EE | $5,265 | $4,037+30.4% | $4,417+19.2% | $4,300+22.4% |
| Admin fee / account holder | $2,928 | $6,961-57.9% | $8,292-64.7% | $6,925-57.7% |