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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 | $142,860 | $69,248+106.3% | $64,101+122.9% | $139,466+2.4% |
| Participation rate | 92.3% | 75.6%+16.7pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 13.24% | 45.95%-32.7pp | 33.72%-20.5pp | 373.66%-360.4pp |
| Employer contribution / active EE | $2,965 | $3,185-6.9% | $2,749+7.9% | $4,754-37.6% |
| Participant deferral / active EE | $6,670 | $4,682+42.5% | $3,881+71.9% | $6,712-0.6% |
| Admin fee / account holder | $867 | $4,247-79.6% | $3,070-71.8% | $11,409-92.4% |