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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 | $48,327+200.6% | $67,575+115.0% | $80,935+79.5% |
| Participation rate | 79.3% | 66.4%+12.9pp | 72.9%+6.4pp | 67.7%+11.6pp |
| Annual return | 17.67% | 18.31%-0.6pp | 3528.98%-3511.3pp | 35.66%-18.0pp |
| Employer contribution / active EE | $1,368 | $2,022-32.4% | $2,736-50.0% | $2,757-50.4% |
| Participant deferral / active EE | $6,950 | $2,927+137.4% | $4,003+73.6% | $4,299+61.7% |
| Admin fee / account holder | $685 | $3,692-81.5% | $3,993-82.8% | $6,924-90.1% |