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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 | $173,078 | $78,428+120.7% | $95,960+80.4% | $79,852+116.8% |
| Participation rate | 80.0% | 73.5%+6.5pp | 77.1%+2.9pp | 69.6%+10.4pp |
| Annual return | 13.67% | 19.37%-5.7pp | 91.63%-78.0pp | 31.72%-18.0pp |
| Employer contribution / active EE | $1,135 | $1,945-41.7% | $2,541-55.3% | $2,471-54.1% |
| Participant deferral / active EE | $7,326 | $3,440+113.0% | $4,167+75.8% | $3,740+95.9% |
| Admin fee / account holder | $1,428 | $5,622-74.6% | $6,797-79.0% | $5,306-73.1% |