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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 | $151,883 | $84,236+80.3% | $170,435-10.9% | $70,126+116.6% |
| Participation rate | 92.7% | 70.8%+21.9pp | 83.6%+9.1pp | 69.5%+23.1pp |
| Annual return | 17.80% | 23.06%-5.3pp | 205.94%-188.1pp | 73.15%-55.3pp |
| Employer contribution / active EE | $2,247 | $3,387-33.6% | $5,432-58.6% | $2,343-4.1% |
| Participant deferral / active EE | $4,959 | $3,086+60.7% | $4,939+0.4% | $3,332+48.8% |
| Admin fee / account holder | $579 | $5,698-89.8% | $13,881-95.8% | $4,645-87.5% |