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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 | $126,490 | $85,766+47.5% | $136,298-7.2% | $70,126+80.4% |
| Participation rate | 88.6% | 74.2%+14.4pp | 81.9%+6.7pp | 69.5%+19.0pp |
| Annual return | 16.42% | 31.46%-15.0pp | 5156.27%-5139.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $902 | $2,966-69.6% | $4,696-80.8% | $2,343-61.5% |
| Participant deferral / active EE | $8,473 | $5,051+67.7% | $6,247+35.6% | $3,332+154.3% |
| Admin fee / account holder | $11,531 | $5,421+112.7% | $9,244+24.7% | $4,645+148.2% |