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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 | $140,151 | $84,236+66.4% | $170,435-17.8% | $70,126+99.9% |
| Participation rate | 93.3% | 70.8%+22.5pp | 83.6%+9.7pp | 69.5%+23.8pp |
| Annual return | 17.61% | 23.06%-5.5pp | 205.94%-188.3pp | 73.15%-55.5pp |
| Employer contribution / active EE | $3,413 | $3,387+0.8% | $5,432-37.2% | $2,343+45.7% |
| Participant deferral / active EE | $8,269 | $3,086+168.0% | $4,939+67.4% | $3,332+148.2% |
| Admin fee / account holder | $993 | $5,698-82.6% | $13,881-92.8% | $4,645-78.6% |