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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 | $149,665 | $72,492+106.5% | $87,102+71.8% | $72,983+105.1% |
| Participation rate | 96.6% | 72.8%+23.7pp | 76.9%+19.7pp | 69.5%+27.1pp |
| Annual return | 20.04% | 24.46%-4.4pp | 28.19%-8.2pp | 81.01%-61.0pp |
| Employer contribution / active EE | $463 | $1,894-75.6% | $2,521-81.6% | $2,440-81.0% |
| Participant deferral / active EE | $6,212 | $3,270+90.0% | $4,048+53.5% | $3,608+72.2% |
| Admin fee / account holder | $22,568 | $5,055+346.5% | $7,491+201.3% | $5,124+340.4% |