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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 | $130,370 | $48,364+169.6% | $71,796+81.6% | $62,881+107.3% |
| Participation rate | 77.6% | 60.6%+17.0pp | 69.1%+8.5pp | 69.3%+8.3pp |
| Annual return | 13.28% | 13.16%+0.1pp | 78.04%-64.8pp | 20.14%-6.9pp |
| Employer contribution / active EE | $1,054 | $1,042+1.2% | $1,924-45.2% | $2,281-53.8% |
| Participant deferral / active EE | $3,756 | $2,091+79.6% | $2,794+34.4% | $3,203+17.3% |
| Admin fee / account holder | $3,798 | $3,771+0.7% | $4,815-21.1% | $4,296-11.6% |