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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 | $148,559 | $95,415+55.7% | $185,851-20.1% | $85,851+73.0% |
| Participation rate | 92.9% | 68.8%+24.1pp | 81.7%+11.1pp | 69.3%+23.5pp |
| Annual return | 14.24% | 23.59%-9.3pp | 122.11%-107.9pp | 318.63%-304.4pp |
| Employer contribution / active EE | $3,364 | $3,314+1.5% | $5,168-34.9% | $2,565+31.1% |
| Participant deferral / active EE | $2,738 | $3,424-20.0% | $5,569-50.8% | $3,952-30.7% |
| Admin fee / account holder | $467 | $7,215-93.5% | $16,245-97.1% | $6,261-92.5% |