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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 | $105,758 | $45,050+134.8% | $63,018+67.8% | $70,126+50.8% |
| Participation rate | 89.5% | 69.5%+20.0pp | 74.8%+14.7pp | 69.5%+19.9pp |
| Annual return | 12.24% | 18.76%-6.5pp | 87.62%-75.4pp | 73.15%-60.9pp |
| Employer contribution / active EE | $6,282 | $2,052+206.1% | $2,761+127.5% | $2,343+168.2% |
| Participant deferral / active EE | $1,450 | $2,466-41.2% | $3,330-56.5% | $3,332-56.5% |
| Admin fee / account holder | $795 | $2,834-71.9% | $3,601-77.9% | $4,645-82.9% |