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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 | $148,133 | $98,766+50.0% | $149,730-1.1% | $79,852+85.5% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.5%-10.1pp | 69.6%+2.8pp |
| Annual return | 35.66% | 27.43%+8.2pp | 276.70%-241.0pp | 31.72%+3.9pp |
| Employer contribution / active EE | $1,271 | $3,217-60.5% | $4,645-72.6% | $2,471-48.6% |
| Participant deferral / active EE | $8,835 | $5,681+55.5% | $6,843+29.1% | $3,740+136.2% |
| Admin fee / account holder | $501 | $6,052-91.7% | $9,310-94.6% | $5,306-90.5% |