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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 | $84,963 | $48,078+76.7% | $78,676+8.0% | $62,881+35.1% |
| Participation rate | 82.0% | 65.2%+16.8pp | 73.6%+8.4pp | 69.3%+12.7pp |
| Annual return | 5.88% | 31.36%-25.5pp | 62.19%-56.3pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,776 | $2,015-11.8% | $2,850-37.7% | $2,281-22.1% |
| Participant deferral / active EE | $5,660 | $2,587+118.8% | $3,517+60.9% | $3,203+76.7% |
| Admin fee / account holder | $1,115 | $3,206-65.2% | $4,510-75.3% | $4,296-74.0% |