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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 | $140,799 | $47,479+196.5% | $62,929+123.7% | $82,448+70.8% |
| Participation rate | 85.7% | 66.9%+18.8pp | 73.1%+12.6pp | 68.1%+17.6pp |
| Annual return | 22.51% | 20.34%+2.2pp | 1063.93%-1041.4pp | 41.64%-19.1pp |
| Employer contribution / active EE | $3,461 | $1,885+83.6% | $2,505+38.2% | $2,551+35.7% |
| Participant deferral / active EE | $5,034 | $2,870+75.4% | $3,888+29.5% | $4,139+21.6% |
| Admin fee / account holder | $4,301 | $3,804+13.1% | $5,065-15.1% | $7,234-40.5% |