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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 | $133,796 | $78,423+70.6% | $95,964+39.4% | $79,856+67.5% |
| Participation rate | 93.7% | 73.5%+20.2pp | 77.1%+16.6pp | 69.6%+24.0pp |
| Annual return | 15.46% | 19.37%-3.9pp | 91.64%-76.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $577 | $1,945-70.3% | $2,541-77.3% | $2,471-76.6% |
| Participant deferral / active EE | $5,807 | $3,440+68.8% | $4,167+39.4% | $3,741+55.3% |
| Admin fee / account holder | $11,104 | $5,622+97.5% | $6,797+63.4% | $5,306+109.3% |