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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 | $140,622 | $89,367+57.4% | $141,191-0.4% | $72,975+92.7% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 20.64% | 111.87%-91.2pp | 71.41%-50.8pp | 81.01%-60.4pp |
| Employer contribution / active EE | $653 | $3,115-79.0% | $4,736-86.2% | $2,440-73.3% |
| Participant deferral / active EE | $5,784 | $5,419+6.7% | $6,710-13.8% | $3,608+60.3% |
| Admin fee / account holder | $956 | $5,957-84.0% | $10,264-90.7% | $5,124-81.3% |