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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 | $123,655 | $58,828+110.2% | $78,002+58.5% | $62,881+96.6% |
| Participation rate | 76.6% | 71.1%+5.5pp | 75.5%+1.1pp | 69.3%+7.3pp |
| Annual return | 10.51% | 17.16%-6.6pp | 425.99%-415.5pp | 20.14%-9.6pp |
| Employer contribution / active EE | $812 | $1,672-51.5% | $2,470-67.1% | $2,281-64.4% |
| Participant deferral / active EE | $5,321 | $2,686+98.1% | $3,497+52.1% | $3,203+66.1% |
| Admin fee / account holder | $722 | $4,393-83.6% | $5,481-86.8% | $4,296-83.2% |