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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 | $128,546 | $87,733+46.5% | $106,551+20.6% | $85,856+49.7% |
| Participation rate | 80.9% | 71.9%+8.9pp | 76.1%+4.7pp | 69.3%+11.5pp |
| Annual return | 13.97% | 21.86%-7.9pp | 26.80%-12.8pp | 318.58%-304.6pp |
| Employer contribution / active EE | $607 | $2,073-70.7% | $2,819-78.5% | $2,565-76.3% |
| Participant deferral / active EE | $5,061 | $3,469+45.9% | $4,398+15.1% | $3,952+28.1% |
| Admin fee / account holder | $2,621 | $6,767-61.3% | $7,408-64.6% | $6,261-58.1% |