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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 | $143,248 | $98,776+45.0% | $149,745-4.3% | $79,856+79.4% |
| Participation rate | 81.4% | 75.8%+5.6pp | 82.5%-1.1pp | 69.6%+11.8pp |
| Annual return | 13.03% | 27.38%-14.4pp | 276.72%-263.7pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,018 | $3,217-68.3% | $4,646-78.1% | $2,471-58.8% |
| Participant deferral / active EE | $8,646 | $5,681+52.2% | $6,843+26.4% | $3,741+131.1% |
| Admin fee / account holder | $5,085 | $6,053-16.0% | $9,312-45.4% | $5,306-4.2% |