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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 | $158,652 | $63,703+149.0% | $93,063+70.5% | $82,448+92.4% |
| Participation rate | 97.2% | 63.8%+33.4pp | 72.1%+25.1pp | 68.1%+29.2pp |
| Annual return | 15.58% | -775.43%+791.0pp | 34.15%-18.6pp | 41.64%-26.1pp |
| Employer contribution / active EE | $3,364 | $1,729+94.6% | $2,476+35.9% | $2,551+31.9% |
| Participant deferral / active EE | $6,597 | $2,919+126.0% | $3,958+66.7% | $4,139+59.4% |
| Admin fee / account holder | $3,366 | $5,982-43.7% | $6,033-44.2% | $7,234-53.5% |