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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 | $134,093 | $91,037+47.3% | $71,671+87.1% | $147,585-9.1% |
| Participation rate | 75.0% | 76.1%-1.1pp | 68.7%+6.3pp | 82.8%-7.8pp |
| Annual return | 14.65% | 20.48%-5.8pp | 20.65%-6.0pp | 578.58%-563.9pp |
| Employer contribution / active EE | $2,083 | $3,327-37.4% | $2,460-15.3% | $4,876-57.3% |
| Participant deferral / active EE | $6,717 | $4,498+49.3% | $3,438+95.4% | $5,439+23.5% |
| Admin fee / account holder | $5,645 | $8,613-34.5% | $5,558+1.6% | $10,886-48.1% |