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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 | $96,153 | $58,828+63.4% | $78,002+23.3% | $62,881+52.9% |
| Participation rate | 96.8% | 71.1%+25.7pp | 75.5%+21.2pp | 69.3%+27.5pp |
| Annual return | 5.13% | 17.16%-12.0pp | 425.99%-420.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $2,228 | $1,672+33.3% | $2,470-9.8% | $2,281-2.3% |
| Participant deferral / active EE | $5,822 | $2,686+116.8% | $3,497+66.5% | $3,203+81.8% |
| Admin fee / account holder | $1,450 | $4,393-67.0% | $5,481-73.5% | $4,296-66.2% |