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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 | $48,314+132.1% | $67,561+66.0% | $80,925+38.6% |
| Participation rate | 90.1% | 66.4%+23.7pp | 72.9%+17.2pp | 67.7%+22.5pp |
| Annual return | 12.78% | 18.28%-5.5pp | 3525.44%-3512.7pp | 35.65%-22.9pp |
| Employer contribution / active EE | $1,856 | $2,022-8.2% | $2,735-32.2% | $2,756-32.7% |
| Participant deferral / active EE | $3,044 | $2,927+4.0% | $4,003-24.0% | $4,299-29.2% |
| Admin fee / account holder | $6,510 | $3,690+76.4% | $4,006+62.5% | $6,940-6.2% |