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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 | $114,095 | $84,236+35.4% | $170,435-33.1% | $70,126+62.7% |
| Participation rate | 84.0% | 70.8%+13.2pp | 83.6%+0.4pp | 69.5%+14.5pp |
| Annual return | 26.60% | 23.06%+3.5pp | 205.94%-179.3pp | 73.15%-46.6pp |
| Employer contribution / active EE | $1,288 | $3,387-62.0% | $5,432-76.3% | $2,343-45.0% |
| Participant deferral / active EE | $5,814 | $3,086+88.4% | $4,939+17.7% | $3,332+74.5% |
| Admin fee / account holder | $8,757 | $5,698+53.7% | $13,881-36.9% | $4,645+88.5% |