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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 | $125,785 | $60,442+108.1% | $96,754+30.0% | $87,485+43.8% |
| Participation rate | 98.0% | 58.7%+39.3pp | 70.3%+27.7pp | 68.9%+29.0pp |
| Annual return | 16.16% | 21.97%-5.8pp | 82.04%-65.9pp | 26.06%-9.9pp |
| Employer contribution / active EE | $790 | $1,691-53.3% | $2,679-70.5% | $2,596-69.6% |
| Participant deferral / active EE | $8,447 | $3,280+157.5% | $4,758+77.5% | $4,274+97.7% |
| Admin fee / account holder | $6,425 | $5,069+26.8% | $8,905-27.8% | $7,775-17.4% |