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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 | $180,133 | $77,638+132.0% | $156,551+15.1% | $62,881+186.5% |
| Participation rate | 97.1% | 71.2%+25.9pp | 84.0%+13.0pp | 69.3%+27.8pp |
| Annual return | 9.53% | 50.33%-40.8pp | 32.23%-22.7pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,007 | $3,444-70.8% | $5,501-81.7% | $2,281-55.9% |
| Participant deferral / active EE | $5,838 | $3,046+91.7% | $4,871+19.8% | $3,203+82.3% |
| Admin fee / account holder | $1,967 | $5,561-64.6% | $13,028-84.9% | $4,296-54.2% |