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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 | $142,387 | $47,479+199.9% | $62,929+126.3% | $82,448+72.7% |
| Participation rate | 94.2% | 66.9%+27.4pp | 73.1%+21.1pp | 68.1%+26.2pp |
| Annual return | 15.85% | 20.34%-4.5pp | 1063.93%-1048.1pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,587 | $1,885+37.2% | $2,505+3.3% | $2,551+1.4% |
| Participant deferral / active EE | $7,636 | $2,870+166.0% | $3,888+96.4% | $4,139+84.5% |
| Admin fee / account holder | $3,752 | $3,804-1.3% | $5,065-25.9% | $7,234-48.1% |