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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 | $71,057+96.6% | $93,654+49.2% | $80,874+72.7% |
| Participation rate | 70.4% | 60.4%+10.0pp | 68.7%+1.7pp | 67.6%+2.8pp |
| Annual return | 13.44% | 11.26%+2.2pp | 133.34%-119.9pp | 35.62%-22.2pp |
| Employer contribution / active EE | $1,269 | $1,564-18.8% | $2,421-47.6% | $2,756-53.9% |
| Participant deferral / active EE | $3,801 | $4,034-5.8% | $4,413-13.9% | $4,297-11.6% |
| Admin fee / account holder | $708 | $6,944-89.8% | $8,282-91.5% | $6,935-89.8% |