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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 | $126,459 | $95,188+32.9% | $76,518+65.3% | $135,379-6.6% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | 8.60% | 4.85%+3.8pp | -0.27%+8.9pp | 519.79%-511.2pp |
| Employer contribution / active EE | $811 | $3,303-75.4% | $2,647-69.3% | $4,779-83.0% |
| Participant deferral / active EE | $2,331 | $4,640-49.8% | $3,836-39.2% | $5,609-58.4% |
| Admin fee / account holder | $1,230 | $6,249-80.3% | $4,849-74.6% | $10,828-88.6% |