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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 | $132,771 | $55,684+138.4% | $75,900+74.9% | $72,976+81.9% |
| Participation rate | 81.5% | 61.1%+20.3pp | 69.3%+12.2pp | 69.5%+12.0pp |
| Annual return | 18.55% | 27.60%-9.0pp | 30.73%-12.2pp | 81.02%-62.5pp |
| Employer contribution / active EE | $564 | $1,687-66.6% | $2,501-77.5% | $2,440-76.9% |
| Participant deferral / active EE | $4,633 | $2,634+75.9% | $3,604+28.6% | $3,608+28.4% |
| Admin fee / account holder | $29,234 | $3,981+634.3% | $5,421+439.3% | $5,124+470.5% |