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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 | $160,994 | $76,551+110.3% | $123,894+29.9% | $62,881+156.0% |
| Participation rate | 90.0% | 73.0%+17.0pp | 81.4%+8.6pp | 69.3%+20.7pp |
| Annual return | 11.05% | 18.68%-7.6pp | 47.52%-36.5pp | 20.14%-9.1pp |
| Employer contribution / active EE | $1,014 | $2,882-64.8% | $4,617-78.0% | $2,281-55.6% |
| Participant deferral / active EE | $9,431 | $4,840+94.9% | $5,984+57.6% | $3,203+194.4% |
| Admin fee / account holder | $1,041 | $4,826-78.4% | $8,357-87.5% | $4,296-75.8% |