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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 | $143,515 | $95,406+50.4% | $185,849-22.8% | $85,847+67.2% |
| Participation rate | 83.3% | 68.8%+14.6pp | 81.7%+1.6pp | 69.3%+14.0pp |
| Annual return | 14.40% | 23.59%-9.2pp | 122.10%-107.7pp | 318.61%-304.2pp |
| Employer contribution / active EE | $4,792 | $3,314+44.6% | $5,169-7.3% | $2,565+86.8% |
| Participant deferral / active EE | $5,565 | $3,424+62.5% | $5,569-0.1% | $3,952+40.8% |
| Admin fee / account holder | $500 | $7,214-93.1% | $16,244-96.9% | $6,261-92.0% |