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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 | $111,211 | $70,435+57.9% | $96,575+15.2% | $85,856+29.5% |
| Participation rate | 73.1% | 61.8%+11.3pp | 69.8%+3.3pp | 69.3%+3.8pp |
| Annual return | 11.56% | 18.59%-7.0pp | 37.79%-26.2pp | 318.58%-307.0pp |
| Employer contribution / active EE | $750 | $1,413-46.9% | $2,357-68.2% | $2,565-70.8% |
| Participant deferral / active EE | $6,431 | $2,894+122.2% | $3,849+67.1% | $3,952+62.7% |
| Admin fee / account holder | $8,331 | $4,997+66.7% | $6,182+34.8% | $6,261+33.1% |