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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 | $145,280 | $48,337+200.6% | $67,560+115.0% | $80,959+79.4% |
| Participation rate | 79.3% | 66.4%+12.9pp | 72.9%+6.4pp | 67.7%+11.6pp |
| Annual return | 17.67% | 18.26%-0.6pp | 3533.50%-3515.8pp | 35.67%-18.0pp |
| Employer contribution / active EE | $1,368 | $2,023-32.4% | $2,737-50.0% | $2,757-50.4% |
| Participant deferral / active EE | $6,950 | $2,928+137.3% | $4,004+73.6% | $4,300+61.6% |
| Admin fee / account holder | $685 | $3,695-81.5% | $3,994-82.9% | $6,925-90.1% |