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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 | $127,526 | $58,828+116.8% | $78,002+63.5% | $62,881+102.8% |
| Participation rate | 70.4% | 71.1%-0.7pp | 75.5%-5.2pp | 69.3%+1.1pp |
| Annual return | 6.30% | 17.16%-10.9pp | 425.99%-419.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,708 | $1,672+2.2% | $2,470-30.9% | $2,281-25.1% |
| Participant deferral / active EE | $4,582 | $2,686+70.6% | $3,497+31.0% | $3,203+43.1% |
| Admin fee / account holder | $984 | $4,393-77.6% | $5,481-82.0% | $4,296-77.1% |