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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 | $136,914 | $85,171+60.8% | $172,753-20.7% | $72,976+87.6% |
| Participation rate | 87.5% | 70.1%+17.4pp | 82.6%+4.9pp | 69.5%+18.0pp |
| Annual return | 25.32% | 27.32%-2.0pp | 803.00%-777.7pp | 81.02%-55.7pp |
| Employer contribution / active EE | $3,313 | $3,324-0.3% | $5,144-35.6% | $2,440+35.8% |
| Participant deferral / active EE | $5,254 | $3,260+61.2% | $5,198+1.1% | $3,608+45.6% |
| Admin fee / account holder | $593 | $5,880-89.9% | $13,956-95.7% | $5,124-88.4% |