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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 | $142,084 | $63,346+124.3% | $92,240+54.0% | $70,126+102.6% |
| Participation rate | 85.1% | 68.7%+16.4pp | 76.5%+8.6pp | 69.5%+15.6pp |
| Annual return | 13.22% | 530.19%-517.0pp | 176.29%-163.1pp | 73.15%-59.9pp |
| Employer contribution / active EE | $2,543 | $2,471+2.9% | $3,680-30.9% | $2,343+8.5% |
| Participant deferral / active EE | $3,037 | $2,854+6.4% | $3,897-22.1% | $3,332-8.9% |
| Admin fee / account holder | $2,126 | $3,841-44.7% | $5,194-59.1% | $4,645-54.2% |