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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 | $154,674 | $52,967+192.0% | $172,753-10.5% | $65,186+137.3% |
| Participation rate | 94.2% | 66.2%+28.0pp | 82.6%+11.5pp | 70.2%+24.0pp |
| Annual return | 19.85% | 30.12%-10.3pp | 803.00%-783.1pp | 29.39%-9.5pp |
| Employer contribution / active EE | $1,371 | $2,190-37.4% | $5,144-73.3% | $2,177-37.0% |
| Participant deferral / active EE | $4,978 | $2,471+101.5% | $5,198-4.2% | $3,514+41.7% |
| Admin fee / account holder | $12,556 | $472+2560.1% | $13,956-10.0% | $847+1382.0% |