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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 | $132,814 | $71,230+86.5% | $93,727+41.7% | $80,959+64.1% |
| Participation rate | 70.2% | 60.4%+9.8pp | 68.7%+1.5pp | 67.7%+2.5pp |
| Annual return | 19.05% | 11.26%+7.8pp | 133.83%-114.8pp | 35.67%-16.6pp |
| Employer contribution / active EE | $1,770 | $1,565+13.1% | $2,421-26.9% | $2,757-35.8% |
| Participant deferral / active EE | $4,130 | $4,037+2.3% | $4,417-6.5% | $4,300-4.0% |
| Admin fee / account holder | $1,651 | $6,961-76.3% | $8,292-80.1% | $6,925-76.2% |