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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 | $118,591 | $70,666+67.8% | $169,385-30.0% | $75,181+57.7% |
| Participation rate | 72.0% | 64.8%+7.2pp | 77.2%-5.2pp | 67.2%+4.8pp |
| Annual return | 18.17% | 36.37%-18.2pp | 405.82%-387.7pp | 160.69%-142.5pp |
| Employer contribution / active EE | $756 | $2,210-65.8% | $4,012-81.2% | $2,671-71.7% |
| Participant deferral / active EE | $4,590 | $4,308+6.5% | $6,221-26.2% | $4,126+11.2% |
| Admin fee / account holder | $11,517 | $5,402+113.2% | $9,011+27.8% | $5,650+103.8% |