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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 | $150,334 | $58,714+156.0% | $142,874+5.2% | $85,856+75.1% |
| Participation rate | 98.3% | 58.5%+39.8pp | 72.0%+26.3pp | 69.3%+29.0pp |
| Annual return | 21.19% | 27.73%-6.5pp | 5638.58%-5617.4pp | 318.58%-297.4pp |
| Employer contribution / active EE | $343 | $1,423-75.9% | $4,145-91.7% | $2,565-86.6% |
| Participant deferral / active EE | $4,921 | $2,608+88.7% | $3,838+28.2% | $3,952+24.5% |
| Admin fee / account holder | $1,159 | $4,241-72.7% | $6,561-82.3% | $6,261-81.5% |