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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 | $144,630 | $48,364+199.0% | $71,796+101.4% | $62,881+130.0% |
| Participation rate | 81.8% | 60.6%+21.2pp | 69.1%+12.7pp | 69.3%+12.5pp |
| Annual return | 12.04% | 13.16%-1.1pp | 78.04%-66.0pp | 20.14%-8.1pp |
| Employer contribution / active EE | $1,564 | $1,042+50.1% | $1,924-18.7% | $2,281-31.4% |
| Participant deferral / active EE | $3,096 | $2,091+48.0% | $2,794+10.8% | $3,203-3.4% |
| Admin fee / account holder | $7,631 | $3,771+102.3% | $4,815+58.5% | $4,296+77.6% |