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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 | $154,496 | $84,236+83.4% | $170,435-9.4% | $70,126+120.3% |
| Participation rate | 96.6% | 70.8%+25.7pp | 83.6%+13.0pp | 69.5%+27.0pp |
| Annual return | 12.95% | 23.06%-10.1pp | 205.94%-193.0pp | 73.15%-60.2pp |
| Employer contribution / active EE | $3,102 | $3,387-8.4% | $5,432-42.9% | $2,343+32.4% |
| Participant deferral / active EE | $5,968 | $3,086+93.4% | $4,939+20.8% | $3,332+79.1% |
| Admin fee / account holder | $389 | $5,698-93.2% | $13,881-97.2% | $4,645-91.6% |