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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 | $154,296 | $86,298+78.8% | $111,308+38.6% | $85,847+79.7% |
| Participation rate | 94.4% | 73.3%+21.0pp | 77.3%+17.0pp | 69.3%+25.0pp |
| Annual return | 13.84% | 19.99%-6.1pp | 54.67%-40.8pp | 318.61%-304.8pp |
| Employer contribution / active EE | $645 | $2,044-68.4% | $2,732-76.4% | $2,565-74.9% |
| Participant deferral / active EE | $7,036 | $3,641+93.3% | $4,487+56.8% | $3,952+78.0% |
| Admin fee / account holder | $11,622 | $8,189+41.9% | $7,965+45.9% | $6,261+85.6% |