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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 | $172,558 | $71,215+142.3% | $93,696+84.2% | $80,935+113.2% |
| Participation rate | 81.8% | 60.4%+21.4pp | 68.7%+13.1pp | 67.7%+14.2pp |
| Annual return | 14.06% | 11.27%+2.8pp | 133.74%-119.7pp | 35.66%-21.6pp |
| Employer contribution / active EE | $1,079 | $1,565-31.1% | $2,422-55.5% | $2,757-60.9% |
| Participant deferral / active EE | $6,318 | $4,037+56.5% | $4,417+43.1% | $4,299+47.0% |
| Admin fee / account holder | $9,954 | $6,958+43.1% | $8,287+20.1% | $6,924+43.8% |