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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 | $150,523 | $70,430+113.7% | $96,572+55.9% | $85,851+75.3% |
| Participation rate | 91.7% | 61.8%+29.9pp | 69.8%+21.8pp | 69.3%+22.3pp |
| Annual return | 34.72% | 18.58%+16.1pp | 37.79%-3.1pp | 318.63%-283.9pp |
| Employer contribution / active EE | $2,119 | $1,413+49.9% | $2,357-10.1% | $2,565-17.4% |
| Participant deferral / active EE | $4,779 | $2,894+65.1% | $3,850+24.1% | $3,952+20.9% |
| Admin fee / account holder | $6,752 | $4,996+35.1% | $6,183+9.2% | $6,261+7.8% |