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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 | $117,367 | $98,776+18.8% | $149,745-21.6% | $79,856+47.0% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 26.59% | 27.38%-0.8pp | 276.72%-250.1pp | 31.71%-5.1pp |
| Employer contribution / active EE | $1,436 | $3,217-55.4% | $4,646-69.1% | $2,471-41.9% |
| Participant deferral / active EE | $7,944 | $5,681+39.8% | $6,843+16.1% | $3,741+112.4% |
| Admin fee / account holder | $1,176 | $6,053-80.6% | $9,312-87.4% | $5,306-77.8% |