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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 | $178,189 | $48,011+271.1% | $63,803+179.3% | $82,637+115.6% |
| Participation rate | 91.8% | 66.6%+25.2pp | 72.7%+19.1pp | 68.1%+23.7pp |
| Annual return | 13.92% | 19.84%-5.9pp | 543.72%-529.8pp | 53.51%-39.6pp |
| Employer contribution / active EE | $1,539 | $1,904-19.1% | $2,532-39.2% | $2,552-39.7% |
| Participant deferral / active EE | $8,513 | $2,846+199.1% | $3,843+121.5% | $4,126+106.3% |
| Admin fee / account holder | $6,653 | $3,873+71.8% | $5,196+28.0% | $7,339-9.3% |