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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 | $224,046 | $78,423+185.7% | $95,964+133.5% | $79,856+180.6% |
| Participation rate | 93.3% | 73.5%+19.8pp | 77.1%+16.2pp | 69.6%+23.7pp |
| Annual return | 19.32% | 19.37%-0.1pp | 91.64%-72.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $490 | $1,945-74.8% | $2,541-80.7% | $2,471-80.2% |
| Participant deferral / active EE | $8,046 | $3,440+133.9% | $4,167+93.1% | $3,741+115.1% |
| Admin fee / account holder | $13,483 | $5,622+139.8% | $6,797+98.4% | $5,306+154.1% |