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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 | $71,197+86.5% | $93,669+41.8% | $80,925+64.1% |
| Participation rate | 70.2% | 60.4%+9.8pp | 68.7%+1.5pp | 67.7%+2.5pp |
| Annual return | 19.05% | 11.27%+7.8pp | 133.59%-114.5pp | 35.65%-16.6pp |
| Employer contribution / active EE | $1,770 | $1,565+13.1% | $2,424-27.0% | $2,756-35.8% |
| Participant deferral / active EE | $4,130 | $4,036+2.3% | $4,416-6.5% | $4,299-3.9% |
| Admin fee / account holder | $1,651 | $6,959-76.3% | $8,291-80.1% | $6,940-76.2% |