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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 | $122,468 | $92,219+32.8% | $76,766+59.5% | $135,382-9.5% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | 11.37% | 5.46%+5.9pp | 2.43%+8.9pp | 519.77%-508.4pp |
| Employer contribution / active EE | $711 | $3,216-77.9% | $2,485-71.4% | $4,779-85.1% |
| Participant deferral / active EE | $2,091 | $4,508-53.6% | $3,851-45.7% | $5,609-62.7% |
| Admin fee / account holder | $2,472 | $10,749-77.0% | $6,675-63.0% | $10,829-77.2% |