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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 | $144,863 | $95,415+51.8% | $185,851-22.1% | $85,851+68.7% |
| Participation rate | 96.0% | 68.8%+27.2pp | 81.7%+14.3pp | 69.3%+26.7pp |
| Annual return | 20.31% | 23.59%-3.3pp | 122.11%-101.8pp | 318.63%-298.3pp |
| Employer contribution / active EE | $2,496 | $3,314-24.7% | $5,168-51.7% | $2,565-2.7% |
| Participant deferral / active EE | $6,638 | $3,424+93.9% | $5,569+19.2% | $3,952+67.9% |
| Admin fee / account holder | $3,973 | $7,215-44.9% | $16,245-75.5% | $6,261-36.5% |