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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 | $87,922 | $99,994-12.1% | $146,643-40.0% | $85,847+2.4% |
| Participation rate | 80.9% | 73.1%+7.8pp | 80.1%+0.8pp | 69.3%+11.5pp |
| Annual return | 22.33% | 18.93%+3.4pp | 22.75%-0.4pp | 318.61%-296.3pp |
| Employer contribution / active EE | $1,200 | $2,559-53.1% | $4,137-71.0% | $2,565-53.2% |
| Participant deferral / active EE | $3,512 | $4,006-12.3% | $5,506-36.2% | $3,952-11.1% |
| Admin fee / account holder | $1,781 | $7,703-76.9% | $10,280-82.7% | $6,261-71.6% |