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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 | $116,556 | $70,430+65.5% | $96,572+20.7% | $85,851+35.8% |
| Participation rate | 92.9% | 61.8%+31.0pp | 69.8%+23.0pp | 69.3%+23.5pp |
| Annual return | 11.52% | 18.58%-7.1pp | 37.79%-26.3pp | 318.63%-307.1pp |
| Employer contribution / active EE | $693 | $1,413-51.0% | $2,357-70.6% | $2,565-73.0% |
| Participant deferral / active EE | $5,338 | $2,894+84.4% | $3,850+38.7% | $3,952+35.1% |
| Admin fee / account holder | $764 | $4,996-84.7% | $6,183-87.6% | $6,261-87.8% |