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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 | $125,731 | $70,418+78.5% | $96,570+30.2% | $85,847+46.5% |
| Participation rate | 71.9% | 61.8%+10.1pp | 69.8%+2.1pp | 69.3%+2.6pp |
| Annual return | 11.04% | 18.59%-7.5pp | 37.79%-26.7pp | 318.61%-307.6pp |
| Employer contribution / active EE | $1,617 | $1,413+14.4% | $2,357-31.4% | $2,565-37.0% |
| Participant deferral / active EE | $5,050 | $2,894+74.5% | $3,849+31.2% | $3,952+27.8% |
| Admin fee / account holder | $6,192 | $4,995+24.0% | $6,182+0.2% | $6,261-1.1% |