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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 | $51,184+146.3% | $66,439+89.8% | $86,983+45.0% |
| Participation rate | 90.9% | 68.5%+22.4pp | 74.5%+16.4pp | 69.5%+21.4pp |
| Annual return | 12.56% | 17.07%-4.5pp | 757.66%-745.1pp | 25.83%-13.3pp |
| Employer contribution / active EE | $2,209 | $2,023+9.2% | $2,637-16.2% | $2,584-14.5% |
| Participant deferral / active EE | $5,994 | $2,927+104.7% | $3,876+54.6% | $4,194+42.9% |
| Admin fee / account holder | $413 | $4,154-90.1% | $6,173-93.3% | $7,856-94.7% |