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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 | $218,302 | $91,537+138.5% | $130,045+67.9% | $75,173+190.4% |
| Participation rate | 98.6% | 71.5%+27.1pp | 78.5%+20.1pp | 67.2%+31.4pp |
| Annual return | 21.38% | -631.55%+652.9pp | -137.30%+158.7pp | 160.72%-139.3pp |
| Employer contribution / active EE | $4,845 | $2,845+70.3% | $4,321+12.1% | $2,671+81.4% |
| Participant deferral / active EE | $7,126 | $4,343+64.1% | $5,820+22.4% | $4,126+72.7% |
| Admin fee / account holder | $6,459 | $6,780-4.7% | $10,600-39.1% | $5,651+14.3% |