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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 | $142,480 | $96,268+48.0% | $143,412-0.6% | $86,983+63.8% |
| Participation rate | 81.8% | 74.6%+7.2pp | 78.5%+3.4pp | 69.5%+12.3pp |
| Annual return | 15.92% | 25.47%-9.5pp | 256.99%-241.1pp | 25.83%-9.9pp |
| Employer contribution / active EE | $1,230 | $3,080-60.1% | $3,748-67.2% | $2,584-52.4% |
| Participant deferral / active EE | $7,171 | $6,001+19.5% | $6,816+5.2% | $4,194+71.0% |
| Admin fee / account holder | $4,034 | $7,778-48.1% | $11,396-64.6% | $7,856-48.6% |