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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 | $143,636 | $98,766+45.4% | $149,730-4.1% | $79,852+79.9% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.5%-1.0pp | 69.6%+11.8pp |
| Annual return | 19.81% | 27.43%-7.6pp | 276.70%-256.9pp | 31.72%-11.9pp |
| Employer contribution / active EE | $802 | $3,217-75.1% | $4,645-82.7% | $2,471-67.6% |
| Participant deferral / active EE | $9,118 | $5,681+60.5% | $6,843+33.3% | $3,740+143.8% |
| Admin fee / account holder | $2,431 | $6,052-59.8% | $9,310-73.9% | $5,306-54.2% |