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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 | $138,938 | $76,312+82.1% | $67,221+106.7% | $158,966-12.6% |
| Participation rate | 92.9% | 84.3%+8.6pp | 79.4%+13.5pp | 82.0%+10.9pp |
| Annual return | 18.42% | 22.77%-4.4pp | 20.72%-2.3pp | 302.95%-284.5pp |
| Employer contribution / active EE | $4,193 | $4,476-6.3% | $3,723+12.6% | $4,762-12.0% |
| Participant deferral / active EE | $9,097 | $5,264+72.8% | $4,384+107.5% | $5,983+52.0% |
| Admin fee / account holder | $596 | $8,005-92.5% | $5,844-89.8% | $11,250-94.7% |