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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 | $83,113 | $58,828+41.3% | $78,002+6.6% | $62,881+32.2% |
| Participation rate | 82.0% | 71.1%+10.9pp | 75.5%+6.5pp | 69.3%+12.7pp |
| Annual return | 8.45% | 17.16%-8.7pp | 425.99%-417.5pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,600 | $1,672+55.5% | $2,470+5.3% | $2,281+14.0% |
| Participant deferral / active EE | $2,579 | $2,686-4.0% | $3,497-26.2% | $3,203-19.5% |
| Admin fee / account holder | $931 | $4,393-78.8% | $5,481-83.0% | $4,296-78.3% |