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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 | $126,090 | $48,011+162.6% | $63,803+97.6% | $82,637+52.6% |
| Participation rate | 90.9% | 66.6%+24.3pp | 72.7%+18.2pp | 68.1%+22.9pp |
| Annual return | 12.56% | 19.84%-7.3pp | 543.72%-531.2pp | 53.51%-40.9pp |
| Employer contribution / active EE | $2,209 | $1,904+16.1% | $2,532-12.8% | $2,552-13.4% |
| Participant deferral / active EE | $5,994 | $2,846+110.6% | $3,843+56.0% | $4,126+45.3% |
| Admin fee / account holder | $413 | $3,873-89.3% | $5,196-92.1% | $7,339-94.4% |