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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 | $135,443 | $48,076+181.7% | $78,690+72.1% | $62,891+115.4% |
| Participation rate | 85.7% | 65.2%+20.5pp | 73.6%+12.2pp | 69.3%+16.4pp |
| Annual return | 6.73% | 31.35%-24.6pp | 62.18%-55.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,495 | $2,015-25.8% | $2,851-47.5% | $2,281-34.4% |
| Participant deferral / active EE | $8,530 | $2,588+229.6% | $3,517+142.6% | $3,203+166.3% |
| Admin fee / account holder | $847 | $3,207-73.6% | $4,511-81.2% | $4,296-80.3% |