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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 | $90,444 | $48,364+87.0% | $71,796+26.0% | $62,881+43.8% |
| Participation rate | 88.1% | 60.6%+27.5pp | 69.1%+19.0pp | 69.3%+18.8pp |
| Annual return | 8.48% | 13.16%-4.7pp | 78.04%-69.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,216 | $1,042+112.7% | $1,924+15.2% | $2,281-2.8% |
| Participant deferral / active EE | $2,871 | $2,091+37.3% | $2,794+2.7% | $3,203-10.4% |
| Admin fee / account holder | $775 | $3,771-79.4% | $4,815-83.9% | $4,296-82.0% |