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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 | $125,212 | $71,230+75.8% | $93,727+33.6% | $80,959+54.7% |
| Participation rate | 88.2% | 60.4%+27.8pp | 68.7%+19.5pp | 67.7%+20.6pp |
| Annual return | 11.28% | 11.26%0pp | 133.83%-122.6pp | 35.67%-24.4pp |
| Employer contribution / active EE | $926 | $1,565-40.8% | $2,421-61.8% | $2,757-66.4% |
| Participant deferral / active EE | $4,027 | $4,037-0.3% | $4,417-8.8% | $4,300-6.4% |
| Admin fee / account holder | $7,345 | $6,961+5.5% | $8,292-11.4% | $6,925+6.1% |