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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 | $153,433 | $45,043+240.6% | $63,005+143.5% | $70,124+118.8% |
| Participation rate | 77.1% | 69.5%+7.6pp | 74.8%+2.3pp | 69.5%+7.5pp |
| Annual return | 22.37% | 18.76%+3.6pp | 87.59%-65.2pp | 73.14%-50.8pp |
| Employer contribution / active EE | $1,035 | $2,052-49.6% | $2,760-62.5% | $2,342-55.8% |
| Participant deferral / active EE | $6,919 | $2,466+180.6% | $3,329+107.8% | $3,332+107.7% |
| Admin fee / account holder | $3,814 | $2,833+34.6% | $3,599+6.0% | $4,645-17.9% |