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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 | $150,056 | $37,428+300.9% | $77,498+93.6% | $79,860+87.9% |
| Participation rate | 80.6% | 41.5%+39.1pp | 54.2%+26.5pp | 69.6%+11.0pp |
| Annual return | 12.33% | 39.71%-27.4pp | 54.79%-42.5pp | 31.72%-19.4pp |
| Employer contribution / active EE | $622 | $637-2.3% | $987-36.9% | $2,471-74.8% |
| Participant deferral / active EE | $2,114 | $1,260+67.8% | $1,861+13.6% | $3,740-43.5% |
| Admin fee / account holder | $1,935 | $2,505-22.7% | $2,858-32.3% | $5,306-63.5% |