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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 | $172,215 | $75,832+127.1% | $147,617+16.7% | $59,633+188.8% |
| Participation rate | 88.2% | 71.6%+16.6pp | 84.6%+3.5pp | 68.7%+19.5pp |
| Annual return | 67.27% | 0.37%+66.9pp | 61.98%+5.3pp | 2041.45%-1974.2pp |
| Employer contribution / active EE | $3,537 | $3,485+1.5% | $5,564-36.4% | $2,203+60.6% |
| Participant deferral / active EE | $859 | $3,131-72.6% | $4,895-82.5% | $3,192-73.1% |
| Admin fee / account holder | $3,047 | $5,986-49.1% | $11,612-73.8% | $4,297-29.1% |