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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 | $113,747 | $45,050+152.5% | $63,018+80.5% | $70,126+62.2% |
| Participation rate | 91.2% | 69.5%+21.7pp | 74.8%+16.4pp | 69.5%+21.6pp |
| Annual return | 14.30% | 18.76%-4.5pp | 87.62%-73.3pp | 73.15%-58.8pp |
| Employer contribution / active EE | $1,086 | $2,052-47.1% | $2,761-60.7% | $2,343-53.6% |
| Participant deferral / active EE | $2,272 | $2,466-7.9% | $3,330-31.8% | $3,332-31.8% |
| Admin fee / account holder | $4,503 | $2,834+58.9% | $3,601+25.1% | $4,645-3.1% |