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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 | $107,378 | $58,828+82.5% | $78,002+37.7% | $62,881+70.8% |
| Participation rate | 98.7% | 71.1%+27.7pp | 75.5%+23.2pp | 69.3%+29.4pp |
| Annual return | 6.83% | 17.16%-10.3pp | 425.99%-419.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $508 | $1,672-69.6% | $2,470-79.5% | $2,281-77.7% |
| Participant deferral / active EE | $5,075 | $2,686+89.0% | $3,497+45.1% | $3,203+58.5% |
| Admin fee / account holder | $5,266 | $4,393+19.9% | $5,481-3.9% | $4,296+22.6% |