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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 | $58,258+178.0% | $81,820+97.9% | $80,925+100.1% |
| Participation rate | 95.7% | 63.5%+32.2pp | 72.4%+23.3pp | 67.7%+28.0pp |
| Annual return | 17.53% | 41.76%-24.2pp | 777.93%-760.4pp | 35.65%-18.1pp |
| Employer contribution / active EE | $2,572 | $2,345+9.7% | $2,915-11.8% | $2,756-6.7% |
| Participant deferral / active EE | $4,572 | $3,284+39.2% | $4,323+5.8% | $4,299+6.4% |
| Admin fee / account holder | $776 | $4,976-84.4% | $7,391-89.5% | $6,940-88.8% |