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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 | $202,745 | $67,411+200.8% | $91,004+122.8% | $70,126+189.1% |
| Participation rate | 94.2% | 71.4%+22.9pp | 75.6%+18.6pp | 69.5%+24.7pp |
| Annual return | 17.51% | -40.16%+57.7pp | 4.60%+12.9pp | 73.15%-55.6pp |
| Employer contribution / active EE | $6,349 | $1,786+255.5% | $2,456+158.5% | $2,343+171.0% |
| Participant deferral / active EE | $4,639 | $2,823+64.3% | $3,548+30.8% | $3,332+39.2% |
| Admin fee / account holder | $5,804 | $4,236+37.0% | $5,417+7.1% | $4,645+24.9% |