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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 | $81,829 | $57,352+42.7% | $83,831-2.4% | $64,173+27.5% |
| Participation rate | 85.5% | 68.6%+16.9pp | 76.1%+9.4pp | 69.6%+16.0pp |
| Annual return | 11.54% | 11.38%+0.2pp | 850.99%-839.4pp | 7.63%+3.9pp |
| Employer contribution / active EE | $719 | $2,546-71.8% | $3,631-80.2% | $2,381-69.8% |
| Participant deferral / active EE | $3,529 | $2,993+17.9% | $4,082-13.6% | $3,470+1.7% |
| Admin fee / account holder | $1,216 | $4,046-70.0% | $5,479-77.8% | $4,887-75.1% |