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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 | $140,808 | $99,994+40.8% | $146,643-4.0% | $85,847+64.0% |
| Participation rate | 88.7% | 73.1%+15.6pp | 80.1%+8.6pp | 69.3%+19.4pp |
| Annual return | 13.99% | 18.93%-4.9pp | 22.75%-8.8pp | 318.61%-304.6pp |
| Employer contribution / active EE | $846 | $2,559-66.9% | $4,137-79.5% | $2,565-67.0% |
| Participant deferral / active EE | $5,584 | $4,006+39.4% | $5,506+1.4% | $3,952+41.3% |
| Admin fee / account holder | $24,858 | $7,703+222.7% | $10,280+141.8% | $6,261+297.1% |