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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 | $161,934 | $58,311+177.7% | $81,882+97.8% | $80,959+100.0% |
| Participation rate | 95.7% | 63.5%+32.2pp | 72.4%+23.3pp | 67.7%+28.0pp |
| Annual return | 17.53% | 41.85%-24.3pp | 779.47%-761.9pp | 35.67%-18.1pp |
| Employer contribution / active EE | $2,572 | $2,347+9.6% | $2,916-11.8% | $2,757-6.7% |
| Participant deferral / active EE | $4,572 | $3,287+39.1% | $4,323+5.8% | $4,300+6.3% |
| Admin fee / account holder | $776 | $4,752-83.7% | $7,360-89.5% | $6,925-88.8% |