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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 | $120,421 | $77,638+55.1% | $156,551-23.1% | $62,881+91.5% |
| Participation rate | 87.1% | 71.2%+15.9pp | 84.0%+3.0pp | 69.3%+17.8pp |
| Annual return | 5.16% | 50.33%-45.2pp | 32.23%-27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $4,181 | $3,444+21.4% | $5,501-24.0% | $2,281+83.3% |
| Participant deferral / active EE | $4,773 | $3,046+56.7% | $4,871-2.0% | $3,203+49.0% |
| Admin fee / account holder | $50,673 | $5,561+811.1% | $13,028+288.9% | $4,296+1079.6% |