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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 | $147,283 | $78,707+87.1% | $117,861+25.0% | $70,126+110.0% |
| Participation rate | 97.0% | 73.2%+23.8pp | 79.7%+17.3pp | 69.5%+27.4pp |
| Annual return | 15.18% | 23.30%-8.1pp | 335.11%-319.9pp | 73.15%-58.0pp |
| Employer contribution / active EE | $830 | $2,223-62.7% | $3,786-78.1% | $2,343-64.6% |
| Participant deferral / active EE | $3,633 | $3,297+10.2% | $4,482-18.9% | $3,332+9.0% |
| Admin fee / account holder | $15,683 | $5,066+209.6% | $8,021+95.5% | $4,645+237.6% |