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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 | $110,511 | $49,177+124.7% | $79,464+39.1% | $64,186+72.2% |
| Participation rate | 87.5% | 65.0%+22.5pp | 73.3%+14.2pp | 69.6%+17.9pp |
| Annual return | 13.30% | -1.16%+14.5pp | 718.14%-704.8pp | 7.63%+5.7pp |
| Employer contribution / active EE | $1,046 | $2,076-49.6% | $2,800-62.6% | $2,381-56.1% |
| Participant deferral / active EE | $6,005 | $2,821+112.8% | $3,704+62.1% | $3,470+73.1% |
| Admin fee / account holder | $3,156 | $3,839-17.8% | $5,113-38.3% | $4,888-35.4% |