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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 | $135,669 | $107,368+26.4% | $92,915+46.0% | $152,909-11.3% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.5%-11.0pp |
| Annual return | 19.36% | 145.64%-126.3pp | 109.45%-90.1pp | 345.46%-326.1pp |
| Employer contribution / active EE | $1,515 | $4,222-64.1% | $3,653-58.5% | $4,764-68.2% |
| Participant deferral / active EE | $4,770 | $4,848-1.6% | $4,238+12.6% | $5,851-18.5% |
| Admin fee / account holder | $927 | $7,082-86.9% | $5,796-84.0% | $11,601-92.0% |