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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 | $154,587 | $105,200+46.9% | $159,474-3.1% | $85,847+80.1% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.8%-8.8pp | 69.3%+4.8pp |
| Annual return | 17.83% | 45.08%-27.2pp | 263.68%-245.8pp | 318.61%-300.8pp |
| Employer contribution / active EE | $763 | $3,319-77.0% | $4,831-84.2% | $2,565-70.2% |
| Participant deferral / active EE | $4,592 | $5,946-22.8% | $7,353-37.6% | $3,952+16.2% |
| Admin fee / account holder | $3,249 | $6,934-53.2% | $10,802-69.9% | $6,261-48.1% |