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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 | $86,128 | $58,828+46.4% | $78,002+10.4% | $62,881+37.0% |
| Participation rate | 84.6% | 71.1%+13.6pp | 75.5%+9.1pp | 69.3%+15.3pp |
| Annual return | 6.33% | 17.16%-10.8pp | 425.99%-419.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,605 | $1,672-4.0% | $2,470-35.0% | $2,281-29.6% |
| Participant deferral / active EE | $3,001 | $2,686+11.8% | $3,497-14.2% | $3,203-6.3% |
| Admin fee / account holder | $610 | $4,393-86.1% | $5,481-88.9% | $4,296-85.8% |