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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 | $161,433 | $113,338+42.4% | $94,993+69.9% | $147,586+9.4% |
| Participation rate | 78.6% | 78.0%+0.6pp | 73.9%+4.7pp | 82.8%-4.3pp |
| Annual return | 15.87% | 20.80%-4.9pp | 27.14%-11.3pp | 578.59%-562.7pp |
| Employer contribution / active EE | $676 | $3,160-78.6% | $2,603-74.1% | $4,876-86.1% |
| Participant deferral / active EE | $2,162 | $3,777-42.8% | $3,317-34.8% | $5,439-60.3% |
| Admin fee / account holder | $959 | $6,063-84.2% | $4,960-80.7% | $10,886-91.2% |