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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 | $96,226 | $58,828+63.6% | $78,002+23.4% | $62,881+53.0% |
| Participation rate | 77.1% | 71.1%+6.0pp | 75.5%+1.6pp | 69.3%+7.8pp |
| Annual return | 10.94% | 17.16%-6.2pp | 425.99%-415.0pp | 20.14%-9.2pp |
| Employer contribution / active EE | $839 | $1,672-49.8% | $2,470-66.0% | $2,281-63.2% |
| Participant deferral / active EE | $2,823 | $2,686+5.1% | $3,497-19.3% | $3,203-11.9% |
| Admin fee / account holder | $4,613 | $4,393+5.0% | $5,481-15.8% | $4,296+7.4% |