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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 | $71,057+83.7% | $93,654+39.4% | $80,874+61.4% |
| Participation rate | 90.0% | 60.4%+29.6pp | 68.7%+21.3pp | 67.6%+22.4pp |
| Annual return | 10.84% | 11.26%-0.4pp | 133.34%-122.5pp | 35.62%-24.8pp |
| Employer contribution / active EE | $3,410 | $1,564+118.0% | $2,421+40.9% | $2,756+23.7% |
| Participant deferral / active EE | $4,890 | $4,034+21.2% | $4,413+10.8% | $4,297+13.8% |
| Admin fee / account holder | $2,129 | $6,944-69.3% | $8,282-74.3% | $6,935-69.3% |