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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 | $126,181 | $58,828+114.5% | $78,002+61.8% | $62,881+100.7% |
| Participation rate | 78.8% | 71.1%+7.7pp | 75.5%+3.3pp | 69.3%+9.5pp |
| Annual return | 7.38% | 17.16%-9.8pp | 425.99%-418.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $606 | $1,672-63.7% | $2,470-75.5% | $2,281-73.4% |
| Participant deferral / active EE | $2,160 | $2,686-19.6% | $3,497-38.2% | $3,203-32.6% |
| Admin fee / account holder | $8,337 | $4,393+89.8% | $5,481+52.1% | $4,296+94.1% |