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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 | $142,676 | $98,766+44.5% | $149,730-4.7% | $79,852+78.7% |
| Participation rate | 90.5% | 75.8%+14.7pp | 82.5%+8.0pp | 69.6%+20.8pp |
| Annual return | 15.60% | 27.43%-11.8pp | 276.70%-261.1pp | 31.72%-16.1pp |
| Employer contribution / active EE | $890 | $3,217-72.3% | $4,645-80.8% | $2,471-64.0% |
| Participant deferral / active EE | $8,420 | $5,681+48.2% | $6,843+23.0% | $3,740+125.1% |
| Admin fee / account holder | $6,399 | $6,052+5.7% | $9,310-31.3% | $5,306+20.6% |