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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 | $146,020 | $98,766+47.8% | $149,730-2.5% | $79,852+82.9% |
| Participation rate | 82.5% | 75.8%+6.7pp | 82.5%0pp | 69.6%+12.9pp |
| Annual return | 17.22% | 27.43%-10.2pp | 276.70%-259.5pp | 31.72%-14.5pp |
| Employer contribution / active EE | $3,350 | $3,217+4.1% | $4,645-27.9% | $2,471+35.6% |
| Participant deferral / active EE | $8,514 | $5,681+49.9% | $6,843+24.4% | $3,740+127.6% |
| Admin fee / account holder | $728 | $6,052-88.0% | $9,310-92.2% | $5,306-86.3% |