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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 | $71,912 | $75,183-4.4% | $123,894-42.0% | $55,167+30.4% |
| Participation rate | 89.1% | 72.8%+16.3pp | 81.4%+7.7pp | 69.0%+20.1pp |
| Annual return | 8.88% | 19.01%-10.1pp | 47.52%-38.6pp | 169.23%-160.4pp |
| Employer contribution / active EE | $4,654 | $2,823+64.8% | $4,617+0.8% | $1,963+137.1% |
| Participant deferral / active EE | $6,304 | $5,084+24.0% | $5,984+5.3% | $3,054+106.4% |
| Admin fee / account holder | $4,952 | $663+647.4% | $8,357-40.7% | $504+882.7% |