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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 | $112,142 | $48,337+132.0% | $67,560+66.0% | $80,959+38.5% |
| Participation rate | 90.1% | 66.4%+23.7pp | 72.9%+17.2pp | 67.7%+22.5pp |
| Annual return | 12.78% | 18.26%-5.5pp | 3533.50%-3520.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $1,856 | $2,023-8.3% | $2,737-32.2% | $2,757-32.7% |
| Participant deferral / active EE | $3,044 | $2,928+4.0% | $4,004-24.0% | $4,300-29.2% |
| Admin fee / account holder | $6,510 | $3,695+76.2% | $3,994+63.0% | $6,925-6.0% |