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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 | $149,071 | $98,240+51.7% | $82,312+81.1% | $147,586+1.0% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 21.21% | 30.85%-9.6pp | 25.88%-4.7pp | 578.59%-557.4pp |
| Employer contribution / active EE | $3,471 | $3,192+8.7% | $2,428+42.9% | $4,876-28.8% |
| Participant deferral / active EE | $5,411 | $4,383+23.5% | $3,706+46.0% | $5,439-0.5% |
| Admin fee / account holder | $2,453 | $8,563-71.4% | $5,608-56.3% | $10,886-77.5% |