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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 | $130,885 | $85,171+53.7% | $172,752-24.2% | $72,975+79.4% |
| Participation rate | 97.3% | 70.1%+27.2pp | 82.6%+14.6pp | 69.5%+27.8pp |
| Annual return | 21.92% | 27.32%-5.4pp | 802.97%-781.0pp | 81.01%-59.1pp |
| Employer contribution / active EE | $2,271 | $3,324-31.7% | $5,144-55.8% | $2,440-6.9% |
| Participant deferral / active EE | $6,623 | $3,260+103.2% | $5,198+27.4% | $3,608+83.6% |
| Admin fee / account holder | $709 | $5,880-87.9% | $13,955-94.9% | $5,124-86.2% |