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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 | $91,067 | $58,828+54.8% | $78,002+16.7% | $62,881+44.8% |
| Participation rate | 94.9% | 71.1%+23.9pp | 75.5%+19.4pp | 69.3%+25.6pp |
| Annual return | 8.23% | 17.16%-8.9pp | 425.99%-417.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,449 | $1,672-13.3% | $2,470-41.3% | $2,281-36.5% |
| Participant deferral / active EE | $5,467 | $2,686+103.6% | $3,497+56.3% | $3,203+70.7% |
| Admin fee / account holder | $2,284 | $4,393-48.0% | $5,481-58.3% | $4,296-46.8% |