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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 | $141,961 | $53,128+167.2% | $86,582+64.0% | $70,126+102.4% |
| Participation rate | 97.6% | 65.3%+32.3pp | 73.5%+24.1pp | 69.5%+28.1pp |
| Annual return | 17.13% | 27.66%-10.5pp | 965.08%-948.0pp | 73.15%-56.0pp |
| Employer contribution / active EE | $456 | $2,068-78.0% | $2,839-83.9% | $2,343-80.5% |
| Participant deferral / active EE | $4,388 | $2,695+62.8% | $3,609+21.6% | $3,332+31.7% |
| Admin fee / account holder | $5,984 | $3,584+67.0% | $4,904+22.0% | $4,645+28.8% |