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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 | $175,065 | $110,410+58.6% | $102,437+70.9% | $145,897+20.0% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 18.22% | 24.85%-6.6pp | 24.95%-6.7pp | 552.29%-534.1pp |
| Employer contribution / active EE | $1,744 | $4,217-58.7% | $3,871-55.0% | $4,663-62.6% |
| Participant deferral / active EE | $5,437 | $5,622-3.3% | $5,060+7.4% | $6,689-18.7% |
| Admin fee / account holder | $2,738 | $9,745-71.9% | $8,388-67.4% | $13,390-79.6% |