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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 | $167,526 | $93,346+79.5% | $71,796+133.3% | $273,972-38.9% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.1%+21.8pp | 83.0%+7.9pp |
| Annual return | 7.17% | 130.39%-123.2pp | 78.04%-70.9pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,321 | $2,733-51.7% | $1,924-31.4% | $4,869-72.9% |
| Participant deferral / active EE | $8,485 | $3,475+144.2% | $2,794+203.6% | $5,287+60.5% |
| Admin fee / account holder | $567 | $6,571-91.4% | $4,815-88.2% | $10,133-94.4% |