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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 | $220,403 | $67,823+225.0% | $52,425+320.4% | $137,256+60.6% |
| Participation rate | 81.3% | 63.9%+17.3pp | 55.6%+25.6pp | 80.0%+1.3pp |
| Annual return | 10.48% | 219.11%-208.6pp | 302.12%-291.6pp | 220.34%-209.9pp |
| Employer contribution / active EE | $796 | $1,163-31.6% | $914-13.0% | $4,156-80.9% |
| Participant deferral / active EE | $6,570 | $2,288+187.2% | $1,790+267.0% | $6,407+2.6% |
| Admin fee / account holder | $878 | $2,844-69.1% | $2,495-64.8% | $12,270-92.8% |