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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 | $128,621 | $99,652+29.1% | $78,778+63.3% | $147,586-12.9% |
| Participation rate | 93.3% | 76.2%+17.1pp | 69.2%+24.1pp | 82.8%+10.5pp |
| Annual return | 15.77% | 47.28%-31.5pp | 35.62%-19.8pp | 578.59%-562.8pp |
| Employer contribution / active EE | $1,144 | $2,796-59.1% | $1,986-42.4% | $4,876-76.5% |
| Participant deferral / active EE | $3,224 | $3,664-12.0% | $2,958+9.0% | $5,439-40.7% |
| Admin fee / account holder | $410 | $7,155-94.3% | $5,134-92.0% | $10,886-96.2% |