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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 | $129,754 | $98,776+31.4% | $149,745-13.4% | $79,856+62.5% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.5%+7.8pp | 69.6%+20.7pp |
| Annual return | 18.48% | 27.38%-8.9pp | 276.72%-258.2pp | 31.71%-13.2pp |
| Employer contribution / active EE | $1,613 | $3,217-49.9% | $4,646-65.3% | $2,471-34.7% |
| Participant deferral / active EE | $5,580 | $5,681-1.8% | $6,843-18.5% | $3,741+49.2% |
| Admin fee / account holder | $5,807 | $6,053-4.1% | $9,312-37.6% | $5,306+9.4% |