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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 | $139,707 | $71,215+96.2% | $93,696+49.1% | $80,935+72.6% |
| Participation rate | 70.4% | 60.4%+10.0pp | 68.7%+1.7pp | 67.7%+2.8pp |
| Annual return | 13.44% | 11.27%+2.2pp | 133.74%-120.3pp | 35.66%-22.2pp |
| Employer contribution / active EE | $1,269 | $1,565-18.9% | $2,422-47.6% | $2,757-54.0% |
| Participant deferral / active EE | $3,801 | $4,037-5.8% | $4,417-14.0% | $4,299-11.6% |
| Admin fee / account holder | $708 | $6,958-89.8% | $8,287-91.5% | $6,924-89.8% |