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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 | $131,717 | $71,230+84.9% | $93,727+40.5% | $80,959+62.7% |
| Participation rate | 82.8% | 60.4%+22.4pp | 68.7%+14.1pp | 67.7%+15.1pp |
| Annual return | 10.19% | 11.26%-1.1pp | 133.83%-123.6pp | 35.67%-25.5pp |
| Employer contribution / active EE | $785 | $1,565-49.8% | $2,421-67.6% | $2,757-71.5% |
| Participant deferral / active EE | $2,568 | $4,037-36.4% | $4,417-41.9% | $4,300-40.3% |
| Admin fee / account holder | $6,840 | $6,961-1.7% | $8,292-17.5% | $6,925-1.2% |