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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 | $229,156 | $107,666+112.8% | $102,184+124.3% | $154,746+48.1% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.6%-7.6pp | 80.7%-5.7pp |
| Annual return | 12.32% | 29.33%-17.0pp | 31.58%-19.3pp | 172.34%-160.0pp |
| Employer contribution / active EE | $1,077 | $3,846-72.0% | $3,594-70.0% | $4,379-75.4% |
| Participant deferral / active EE | $3,970 | $8,719-54.5% | $8,309-52.2% | $6,730-41.0% |
| Admin fee / account holder | $1,396 | $12,943-89.2% | $11,609-88.0% | $14,365-90.3% |