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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 | $144,761 | $107,421+34.8% | $182,262-20.6% | $94,015+54.0% |
| Participation rate | 88.9% | 77.8%+11.1pp | 84.2%+4.7pp | 70.8%+18.1pp |
| Annual return | 13.61% | 21.32%-7.7pp | 140.60%-127.0pp | 17.84%-4.2pp |
| Employer contribution / active EE | $1,716 | $3,448-50.2% | $5,046-66.0% | $2,790-38.5% |
| Participant deferral / active EE | $7,421 | $6,558+13.2% | $8,276-10.3% | $4,249+74.6% |
| Admin fee / account holder | $16,650 | $8,692+91.6% | $16,712-0.4% | $8,951+86.0% |