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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 | $144,285 | $69,977+106.2% | $108,582+32.9% | $62,881+129.5% |
| Participation rate | 93.8% | 72.9%+20.9pp | 79.6%+14.2pp | 69.3%+24.4pp |
| Annual return | 7.66% | 10.73%-3.1pp | -51.70%+59.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $5,160 | $2,135+141.7% | $3,758+37.3% | $2,281+126.2% |
| Participant deferral / active EE | $5,524 | $3,165+74.6% | $4,311+28.1% | $3,203+72.5% |
| Admin fee / account holder | $1,214 | $5,076-76.1% | $7,645-84.1% | $4,296-71.7% |