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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 | $177,303 | $78,425+126.1% | $95,956+84.8% | $79,858+122.0% |
| Participation rate | 95.8% | 73.5%+22.3pp | 77.1%+18.8pp | 69.6%+26.2pp |
| Annual return | 16.66% | 19.37%-2.7pp | 91.63%-75.0pp | 31.72%-15.1pp |
| Employer contribution / active EE | $1,435 | $1,945-26.2% | $2,541-43.5% | $2,471-41.9% |
| Participant deferral / active EE | $4,339 | $3,440+26.1% | $4,167+4.1% | $3,740+16.0% |
| Admin fee / account holder | $28,343 | $5,622+404.1% | $6,797+317.0% | $5,306+434.2% |