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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 | $121,491 | $78,707+54.4% | $117,861+3.1% | $70,126+73.2% |
| Participation rate | 79.8% | 73.2%+6.6pp | 79.7%+0.1pp | 69.5%+10.2pp |
| Annual return | 12.65% | 23.30%-10.7pp | 335.11%-322.5pp | 73.15%-60.5pp |
| Employer contribution / active EE | $832 | $2,223-62.6% | $3,786-78.0% | $2,343-64.5% |
| Participant deferral / active EE | $4,257 | $3,297+29.1% | $4,482-5.0% | $3,332+27.8% |
| Admin fee / account holder | $7,940 | $5,066+56.7% | $8,021-1.0% | $4,645+70.9% |