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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 | $249,809 | $55,930+346.6% | $76,089+228.3% | $80,925+208.7% |
| Participation rate | 92.3% | 62.1%+30.3pp | 69.1%+23.2pp | 67.7%+24.6pp |
| Annual return | 11.82% | 20.58%-8.8pp | 360.94%-349.1pp | 35.65%-23.8pp |
| Employer contribution / active EE | $766 | $1,866-58.9% | $2,690-71.5% | $2,756-72.2% |
| Participant deferral / active EE | $6,472 | $3,051+112.2% | $4,259+52.0% | $4,299+50.6% |
| Admin fee / account holder | $616 | $5,241-88.2% | $6,418-90.4% | $6,940-91.1% |