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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 | $162,282 | $77,419+109.6% | $69,461+133.6% | $152,885+6.1% |
| Participation rate | 91.7% | 78.1%+13.6pp | 74.6%+17.1pp | 82.5%+9.2pp |
| Annual return | 17.12% | 39.07%-22.0pp | 28.97%-11.9pp | 345.39%-328.3pp |
| Employer contribution / active EE | $8,603 | $3,315+159.5% | $2,779+209.5% | $4,763+80.6% |
| Participant deferral / active EE | $6,878 | $4,414+55.8% | $3,536+94.5% | $5,851+17.6% |
| Admin fee / account holder | $529 | $6,207-91.5% | $3,840-86.2% | $11,598-95.4% |