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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 | $48,284+132.3% | $67,524+66.1% | $80,911+38.6% |
| Participation rate | 90.1% | 66.4%+23.7pp | 72.9%+17.2pp | 67.6%+22.5pp |
| Annual return | 12.78% | 18.27%-5.5pp | 3519.41%-3506.6pp | 35.63%-22.8pp |
| Employer contribution / active EE | $1,856 | $2,021-8.2% | $2,734-32.1% | $2,756-32.7% |
| Participant deferral / active EE | $3,044 | $2,927+4.0% | $4,001-23.9% | $4,297-29.2% |
| Admin fee / account holder | $6,510 | $3,688+76.5% | $4,001+62.7% | $6,935-6.1% |