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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 | $213,460 | $75,962+181.0% | $154,108+38.5% | $64,173+232.6% |
| Participation rate | 90.2% | 70.4%+19.8pp | 83.0%+7.2pp | 69.6%+20.7pp |
| Annual return | 1.60% | 30.32%-28.7pp | 735.21%-733.6pp | 7.63%-6.0pp |
| Employer contribution / active EE | $3,730 | $3,350+11.4% | $5,298-29.6% | $2,381+56.7% |
| Participant deferral / active EE | $3,683 | $3,175+16.0% | $5,081-27.5% | $3,470+6.1% |
| Admin fee / account holder | $1,415 | $5,589-74.7% | $13,411-89.5% | $4,887-71.1% |