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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 | $130,534 | $71,197+83.3% | $93,669+39.4% | $80,925+61.3% |
| Participation rate | 90.0% | 60.4%+29.6pp | 68.7%+21.3pp | 67.7%+22.3pp |
| Annual return | 10.84% | 11.27%-0.4pp | 133.59%-122.7pp | 35.65%-24.8pp |
| Employer contribution / active EE | $3,410 | $1,565+117.9% | $2,424+40.7% | $2,756+23.7% |
| Participant deferral / active EE | $4,890 | $4,036+21.2% | $4,416+10.7% | $4,299+13.7% |
| Admin fee / account holder | $2,129 | $6,959-69.4% | $8,291-74.3% | $6,940-69.3% |