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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 | $130,763 | $78,425+66.7% | $95,956+36.3% | $79,858+63.7% |
| Participation rate | 95.2% | 73.5%+21.7pp | 77.1%+18.1pp | 69.6%+25.5pp |
| Annual return | 16.93% | 19.37%-2.4pp | 91.63%-74.7pp | 31.72%-14.8pp |
| Employer contribution / active EE | $1,214 | $1,945-37.6% | $2,541-52.2% | $2,471-50.9% |
| Participant deferral / active EE | $6,615 | $3,440+92.3% | $4,167+58.8% | $3,740+76.9% |
| Admin fee / account holder | $3,244 | $5,622-42.3% | $6,797-52.3% | $5,306-38.9% |