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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 | $114,685 | $50,554+126.9% | $67,681+69.4% | $87,485+31.1% |
| Participation rate | 93.3% | 67.7%+25.6pp | 73.7%+19.6pp | 68.9%+24.4pp |
| Annual return | 11.36% | 17.81%-6.5pp | 590.58%-579.2pp | 26.06%-14.7pp |
| Employer contribution / active EE | $1,674 | $1,988-15.8% | $2,678-37.5% | $2,596-35.5% |
| Participant deferral / active EE | $6,057 | $2,961+104.5% | $3,976+52.3% | $4,274+41.7% |
| Admin fee / account holder | $7,640 | $4,132+84.9% | $6,100+25.3% | $7,775-1.7% |