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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 | $121,968 | $75,832+60.8% | $147,617-17.4% | $59,633+104.5% |
| Participation rate | 87.9% | 71.6%+16.3pp | 84.6%+3.3pp | 68.7%+19.2pp |
| Annual return | 0.63% | 0.37%+0.3pp | 61.98%-61.3pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $4,765 | $3,485+36.7% | $5,564-14.4% | $2,203+116.3% |
| Participant deferral / active EE | $4,906 | $3,131+56.7% | $4,895+0.2% | $3,192+53.7% |
| Admin fee / account holder | $3,231 | $5,986-46.0% | $11,612-72.2% | $4,297-24.8% |