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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 | $107,631 | $25,014+330.3% | $69,623+54.6% | $80,935+33.0% |
| Participation rate | 71.4% | 64.2%+7.2pp | 66.4%+5.0pp | 67.7%+3.8pp |
| Annual return | 12.38% | 19.08%-6.7pp | 101.23%-88.9pp | 35.66%-23.3pp |
| Employer contribution / active EE | $2,764 | $991+178.8% | $1,709+61.7% | $2,757+0.3% |
| Participant deferral / active EE | $6,713 | $1,840+264.9% | $2,890+132.3% | $4,299+56.1% |
| Admin fee / account holder | $50,966 | $2,491+1946.1% | $4,696+985.3% | $6,924+636.0% |