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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 | $130,613 | $83,485+56.5% | $125,195+4.3% | $72,976+79.0% |
| Participation rate | 84.4% | 73.3%+11.1pp | 79.8%+4.7pp | 69.5%+15.0pp |
| Annual return | 21.77% | 25.77%-4.0pp | 43.79%-22.0pp | 81.02%-59.2pp |
| Employer contribution / active EE | $724 | $2,346-69.1% | $3,866-81.3% | $2,440-70.3% |
| Participant deferral / active EE | $5,602 | $3,586+56.2% | $4,937+13.5% | $3,608+55.3% |
| Admin fee / account holder | $1,569 | $5,518-71.6% | $9,704-83.8% | $5,124-69.4% |