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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 | $110,221 | $71,230+54.7% | $93,727+17.6% | $80,959+36.1% |
| Participation rate | 78.8% | 60.4%+18.4pp | 68.7%+10.1pp | 67.7%+11.1pp |
| Annual return | 14.64% | 11.26%+3.4pp | 133.83%-119.2pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,773 | $1,565+13.3% | $2,421-26.8% | $2,757-35.7% |
| Participant deferral / active EE | $4,764 | $4,037+18.0% | $4,417+7.9% | $4,300+10.8% |
| Admin fee / account holder | $1,543 | $6,961-77.8% | $8,292-81.4% | $6,925-77.7% |