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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 | $125,388 | $93,346+34.3% | $71,796+74.6% | $273,972-54.2% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 83.0%+5.9pp |
| Annual return | 5.40% | 130.39%-125.0pp | 78.04%-72.6pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,191 | $2,733-56.4% | $1,924-38.1% | $4,869-75.5% |
| Participant deferral / active EE | $1,651 | $3,475-52.5% | $2,794-40.9% | $5,287-68.8% |
| Admin fee / account holder | $1,199 | $6,571-81.8% | $4,815-75.1% | $10,133-88.2% |