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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 | $113,845 | $48,364+135.4% | $71,796+58.6% | $62,881+81.0% |
| Participation rate | 76.9% | 60.6%+16.3pp | 69.1%+7.8pp | 69.3%+7.6pp |
| Annual return | 7.22% | 13.16%-5.9pp | 78.04%-70.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,846 | $1,042+77.2% | $1,924-4.1% | $2,281-19.1% |
| Participant deferral / active EE | $2,811 | $2,091+34.4% | $2,794+0.6% | $3,203-12.2% |
| Admin fee / account holder | $3,559 | $3,771-5.6% | $4,815-26.1% | $4,296-17.1% |