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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 | $142,745 | $71,215+100.4% | $93,696+52.3% | $80,935+76.4% |
| Participation rate | 79.0% | 60.4%+18.6pp | 68.7%+10.3pp | 67.7%+11.4pp |
| Annual return | 14.73% | 11.27%+3.5pp | 133.74%-119.0pp | 35.66%-20.9pp |
| Employer contribution / active EE | $2,882 | $1,565+84.1% | $2,422+19.0% | $2,757+4.5% |
| Participant deferral / active EE | $5,621 | $4,037+39.3% | $4,417+27.3% | $4,299+30.7% |
| Admin fee / account holder | $1,146 | $6,958-83.5% | $8,287-86.2% | $6,924-83.5% |