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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 | $130,839 | $74,535+75.5% | $100,712+29.9% | $82,637+58.3% |
| Participation rate | 79.4% | 61.2%+18.2pp | 69.3%+10.1pp | 68.1%+11.4pp |
| Annual return | 18.61% | 18.92%-0.3pp | 33.27%-14.7pp | 53.51%-34.9pp |
| Employer contribution / active EE | $1,021 | $1,503-32.1% | $2,313-55.9% | $2,552-60.0% |
| Participant deferral / active EE | $6,588 | $3,074+114.3% | $4,085+61.3% | $4,126+59.7% |
| Admin fee / account holder | $3,550 | $6,576-46.0% | $9,256-61.7% | $7,339-51.6% |