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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 | $223,208 | $82,678+170.0% | $125,391+78.0% | $68,490+225.9% |
| Participation rate | 94.3% | 75.1%+19.3pp | 82.4%+12.0pp | 67.9%+26.4pp |
| Annual return | 35.69% | -5.97%+41.7pp | 572.41%-536.7pp | -7.85%+43.5pp |
| Employer contribution / active EE | $2,125 | $3,382-37.2% | $4,816-55.9% | $2,597-18.2% |
| Participant deferral / active EE | $10,209 | $6,111+67.0% | $7,448+37.1% | $4,028+153.5% |
| Admin fee / account holder | $3,704 | $6,277-41.0% | $10,009-63.0% | $5,403-31.4% |