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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 | $111,173 | $48,364+129.9% | $71,796+54.8% | $62,881+76.8% |
| Participation rate | 84.0% | 60.6%+23.4pp | 69.1%+14.9pp | 69.3%+14.7pp |
| Annual return | 6.93% | 13.16%-6.2pp | 78.04%-71.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,612 | $1,042+54.7% | $1,924-16.2% | $2,281-29.3% |
| Participant deferral / active EE | $2,983 | $2,091+42.6% | $2,794+6.7% | $3,203-6.9% |
| Admin fee / account holder | $3,408 | $3,771-9.6% | $4,815-29.2% | $4,296-20.7% |