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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 | $113,848 | $58,828+93.5% | $78,002+46.0% | $62,881+81.1% |
| Participation rate | 85.6% | 71.1%+14.5pp | 75.5%+10.0pp | 69.3%+16.3pp |
| Annual return | 7.38% | 17.16%-9.8pp | 425.99%-418.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,327 | $1,672-20.6% | $2,470-46.3% | $2,281-41.8% |
| Participant deferral / active EE | $3,483 | $2,686+29.7% | $3,497-0.4% | $3,203+8.7% |
| Admin fee / account holder | $3,192 | $4,393-27.3% | $5,481-41.8% | $4,296-25.7% |