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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 | $151,313 | $98,240+54.0% | $82,312+83.8% | $147,586+2.5% |
| Participation rate | 93.3% | 79.7%+13.6pp | 76.9%+16.4pp | 82.8%+10.5pp |
| Annual return | 11.39% | 30.85%-19.5pp | 25.88%-14.5pp | 578.59%-567.2pp |
| Employer contribution / active EE | $798 | $3,192-75.0% | $2,428-67.1% | $4,876-83.6% |
| Participant deferral / active EE | $2,356 | $4,383-46.3% | $3,706-36.4% | $5,439-56.7% |
| Admin fee / account holder | $8,592 | $8,563+0.3% | $5,608+53.2% | $10,886-21.1% |