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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 | $71,215+118.1% | $93,696+65.8% | $80,935+91.9% |
| Participation rate | 89.1% | 60.4%+28.7pp | 68.7%+20.3pp | 67.7%+21.4pp |
| Annual return | 21.57% | 11.27%+10.3pp | 133.74%-112.2pp | 35.66%-14.1pp |
| Employer contribution / active EE | $1,046 | $1,565-33.2% | $2,422-56.8% | $2,757-62.0% |
| Participant deferral / active EE | $7,850 | $4,037+94.5% | $4,417+77.7% | $4,299+82.6% |
| Admin fee / account holder | $9,959 | $6,958+43.1% | $8,287+20.2% | $6,924+43.8% |