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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 | $114,192 | $81,208+40.6% | $98,920+15.4% | $79,852+43.0% |
| Participation rate | 83.1% | 72.5%+10.6pp | 76.0%+7.1pp | 69.6%+13.5pp |
| Annual return | 30.34% | 60.99%-30.7pp | 196.47%-166.1pp | 31.72%-1.4pp |
| Employer contribution / active EE | $1,003 | $1,960-48.8% | $2,689-62.7% | $2,471-59.4% |
| Participant deferral / active EE | $5,507 | $3,265+68.7% | $4,245+29.7% | $3,740+47.2% |
| Admin fee / account holder | $544 | $6,013-90.9% | $6,643-91.8% | $5,306-89.7% |