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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 | $142,134 | $98,766+43.9% | $149,730-5.1% | $79,852+78.0% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.5%-11.1pp | 69.6%+1.8pp |
| Annual return | 31.03% | 27.43%+3.6pp | 276.70%-245.7pp | 31.72%-0.7pp |
| Employer contribution / active EE | $1,400 | $3,217-56.5% | $4,645-69.9% | $2,471-43.3% |
| Participant deferral / active EE | $6,581 | $5,681+15.8% | $6,843-3.8% | $3,740+75.9% |
| Admin fee / account holder | $838 | $6,052-86.2% | $9,310-91.0% | $5,306-84.2% |