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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 | $88,983 | $46,877+89.8% | $122,354-27.3% | $70,126+26.9% |
| Participation rate | 86.4% | 58.2%+28.2pp | 71.6%+14.7pp | 69.5%+16.8pp |
| Annual return | 15.61% | 24.22%-8.6pp | 30.28%-14.7pp | 73.15%-57.5pp |
| Employer contribution / active EE | $3,879 | $1,288+201.1% | $4,051-4.3% | $2,343+65.6% |
| Participant deferral / active EE | $3,709 | $2,167+71.1% | $3,287+12.8% | $3,332+11.3% |
| Admin fee / account holder | $765 | $3,324-77.0% | $5,479-86.0% | $4,645-83.5% |