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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 | $123,454 | $34,308+259.8% | $74,713+65.2% | $72,986+69.1% |
| Participation rate | 76.9% | 42.4%+34.5pp | 54.5%+22.5pp | 69.5%+7.4pp |
| Annual return | 19.42% | 26.58%-7.2pp | 752.99%-733.6pp | 81.01%-61.6pp |
| Employer contribution / active EE | $785 | $692+13.5% | $1,084-27.6% | $2,440-67.8% |
| Participant deferral / active EE | $2,568 | $1,271+102.0% | $1,964+30.8% | $3,607-28.8% |
| Admin fee / account holder | $1,181 | $2,124-44.4% | $3,334-64.6% | $5,124-77.0% |