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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 | $158,178 | $89,370+77.0% | $141,197+12.0% | $72,976+116.8% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 20.56% | 111.88%-91.3pp | 71.41%-50.8pp | 81.02%-60.5pp |
| Employer contribution / active EE | $786 | $3,115-74.8% | $4,736-83.4% | $2,440-67.8% |
| Participant deferral / active EE | $6,024 | $5,419+11.2% | $6,710-10.2% | $3,608+67.0% |
| Admin fee / account holder | $1,332 | $5,957-77.6% | $10,265-87.0% | $5,124-74.0% |