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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 | $161,528 | $70,684+128.5% | $169,390-4.6% | $75,173+114.9% |
| Participation rate | 88.0% | 64.8%+23.2pp | 77.2%+10.8pp | 67.2%+20.8pp |
| Annual return | 19.79% | 36.38%-16.6pp | 406.07%-386.3pp | 160.72%-140.9pp |
| Employer contribution / active EE | $867 | $2,211-60.8% | $4,013-78.4% | $2,671-67.6% |
| Participant deferral / active EE | $6,545 | $4,310+51.9% | $6,222+5.2% | $4,126+58.6% |
| Admin fee / account holder | $723 | $5,404-86.6% | $9,015-92.0% | $5,651-87.2% |