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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 | $145,461 | $100,073+45.4% | $85,126+70.9% | $145,877-0.3% |
| Participation rate | 95.7% | 74.1%+21.5pp | 67.5%+28.1pp | 80.3%+15.3pp |
| Annual return | 13.79% | 84.11%-70.3pp | 66.63%-52.8pp | 551.28%-537.5pp |
| Employer contribution / active EE | $1,003 | $3,236-69.0% | $2,731-63.3% | $4,663-78.5% |
| Participant deferral / active EE | $10,903 | $5,294+105.9% | $4,523+141.1% | $6,691+63.0% |
| Admin fee / account holder | $2,630 | $7,261-63.8% | $6,160-57.3% | $13,402-80.4% |