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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 | $144,474 | $78,672+83.6% | $109,163+32.3% | $85,856+68.3% |
| Participation rate | 91.2% | 68.3%+22.9pp | 75.9%+15.3pp | 69.3%+21.9pp |
| Annual return | 32.21% | 25.09%+7.1pp | 25.75%+6.5pp | 318.58%-286.4pp |
| Employer contribution / active EE | $681 | $2,734-75.1% | $3,723-81.7% | $2,565-73.4% |
| Participant deferral / active EE | $5,519 | $3,467+59.2% | $4,654+18.6% | $3,952+39.6% |
| Admin fee / account holder | $1,999 | $5,470-63.4% | $6,754-70.4% | $6,261-68.1% |