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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 | $155,339 | $71,230+118.1% | $93,727+65.7% | $80,959+91.9% |
| Participation rate | 89.1% | 60.4%+28.7pp | 68.7%+20.4pp | 67.7%+21.4pp |
| Annual return | 21.57% | 11.26%+10.3pp | 133.83%-112.3pp | 35.67%-14.1pp |
| Employer contribution / active EE | $1,046 | $1,565-33.2% | $2,421-56.8% | $2,757-62.1% |
| Participant deferral / active EE | $7,850 | $4,037+94.4% | $4,417+77.7% | $4,300+82.5% |
| Admin fee / account holder | $9,959 | $6,961+43.1% | $8,292+20.1% | $6,925+43.8% |