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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 | $133,517 | $49,177+171.5% | $79,466+68.0% | $64,173+108.1% |
| Participation rate | 88.5% | 65.0%+23.4pp | 73.3%+15.1pp | 69.6%+18.9pp |
| Annual return | 11.15% | -1.16%+12.3pp | 718.28%-707.1pp | 7.63%+3.5pp |
| Employer contribution / active EE | $1,646 | $2,076-20.7% | $2,800-41.2% | $2,381-30.9% |
| Participant deferral / active EE | $3,553 | $2,821+25.9% | $3,704-4.1% | $3,470+2.4% |
| Admin fee / account holder | $2,843 | $3,839-25.9% | $5,104-44.3% | $4,887-41.8% |