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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 | $117,015 | $58,828+98.9% | $78,002+50.0% | $62,881+86.1% |
| Participation rate | 72.7% | 71.1%+1.7pp | 75.5%-2.8pp | 69.3%+3.4pp |
| Annual return | 10.03% | 17.16%-7.1pp | 425.99%-416.0pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,975 | $1,672+18.1% | $2,470-20.1% | $2,281-13.4% |
| Participant deferral / active EE | $4,550 | $2,686+69.4% | $3,497+30.1% | $3,203+42.1% |
| Admin fee / account holder | $1,457 | $4,393-66.8% | $5,481-73.4% | $4,296-66.1% |