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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 | $47,479+275.3% | $62,929+183.2% | $82,448+116.1% |
| Participation rate | 91.8% | 66.9%+24.9pp | 73.1%+18.7pp | 68.1%+23.7pp |
| Annual return | 13.92% | 20.34%-6.4pp | 1063.93%-1050.0pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,539 | $1,885-18.3% | $2,505-38.5% | $2,551-39.7% |
| Participant deferral / active EE | $8,513 | $2,870+196.6% | $3,888+118.9% | $4,139+105.7% |
| Admin fee / account holder | $6,653 | $3,804+74.9% | $5,065+31.4% | $7,234-8.0% |