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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 | $133,454 | $71,215+87.4% | $93,696+42.4% | $80,935+64.9% |
| Participation rate | 80.0% | 60.4%+19.6pp | 68.7%+11.3pp | 67.7%+12.3pp |
| Annual return | 13.64% | 11.27%+2.4pp | 133.74%-120.1pp | 35.66%-22.0pp |
| Employer contribution / active EE | $1,575 | $1,565+0.6% | $2,422-35.0% | $2,757-42.9% |
| Participant deferral / active EE | $5,828 | $4,037+44.4% | $4,417+31.9% | $4,299+35.5% |
| Admin fee / account holder | $11,818 | $6,958+69.8% | $8,287+42.6% | $6,924+70.7% |