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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 | $109,696 | $78,423+39.9% | $95,964+14.3% | $79,856+37.4% |
| Participation rate | 80.0% | 73.5%+6.5pp | 77.1%+2.9pp | 69.6%+10.4pp |
| Annual return | 19.13% | 19.37%-0.2pp | 91.64%-72.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,093 | $1,945-43.8% | $2,541-57.0% | $2,471-55.8% |
| Participant deferral / active EE | $2,920 | $3,440-15.1% | $4,167-29.9% | $3,741-21.9% |
| Admin fee / account holder | $432 | $5,622-92.3% | $6,797-93.6% | $5,306-91.9% |