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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 | $122,973 | $58,828+109.0% | $78,002+57.7% | $62,881+95.6% |
| Participation rate | 88.5% | 71.1%+17.4pp | 75.5%+12.9pp | 69.3%+19.2pp |
| Annual return | 4.94% | 17.16%-12.2pp | 425.99%-421.0pp | 20.14%-15.2pp |
| Employer contribution / active EE | $951 | $1,672-43.1% | $2,470-61.5% | $2,281-58.3% |
| Participant deferral / active EE | $4,253 | $2,686+58.4% | $3,497+21.6% | $3,203+32.8% |
| Admin fee / account holder | $9,354 | $4,393+112.9% | $5,481+70.7% | $4,296+117.8% |