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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 | $96,009 | $48,364+98.5% | $71,796+33.7% | $62,881+52.7% |
| Participation rate | 80.7% | 60.6%+20.1pp | 69.1%+11.6pp | 69.3%+11.4pp |
| Annual return | 7.13% | 13.16%-6.0pp | 78.04%-70.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,384 | $1,042+32.8% | $1,924-28.1% | $2,281-39.3% |
| Participant deferral / active EE | $3,469 | $2,091+65.9% | $2,794+24.2% | $3,203+8.3% |
| Admin fee / account holder | $3,847 | $3,771+2.0% | $4,815-20.1% | $4,296-10.5% |