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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 | $119,107 | $84,236+41.4% | $170,435-30.1% | $70,126+69.8% |
| Participation rate | 94.9% | 70.8%+24.1pp | 83.6%+11.3pp | 69.5%+25.4pp |
| Annual return | 16.25% | 23.06%-6.8pp | 205.94%-189.7pp | 73.15%-56.9pp |
| Employer contribution / active EE | $2,136 | $3,387-36.9% | $5,432-60.7% | $2,343-8.8% |
| Participant deferral / active EE | $5,733 | $3,086+85.8% | $4,939+16.1% | $3,332+72.1% |
| Admin fee / account holder | $1,033 | $5,698-81.9% | $13,881-92.6% | $4,645-77.8% |