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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 | $138,837 | $89,367+55.4% | $141,191-1.7% | $72,975+90.3% |
| Participation rate | 73.0% | 75.1%-2.1pp | 82.5%-9.5pp | 69.5%+3.5pp |
| Annual return | 29.34% | 111.87%-82.5pp | 71.41%-42.1pp | 81.01%-51.7pp |
| Employer contribution / active EE | $1,755 | $3,115-43.7% | $4,736-62.9% | $2,440-28.1% |
| Participant deferral / active EE | $9,021 | $5,419+66.5% | $6,710+34.4% | $3,608+150.0% |
| Admin fee / account holder | $2,741 | $5,957-54.0% | $10,264-73.3% | $5,124-46.5% |