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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 | $141,049 | $75,962+85.7% | $154,108-8.5% | $64,173+119.8% |
| Participation rate | 92.2% | 70.4%+21.7pp | 83.0%+9.1pp | 69.6%+22.6pp |
| Annual return | 1.97% | 30.32%-28.4pp | 735.21%-733.2pp | 7.63%-5.7pp |
| Employer contribution / active EE | $7,511 | $3,350+124.2% | $5,298+41.8% | $2,381+215.5% |
| Participant deferral / active EE | $5,163 | $3,175+62.6% | $5,081+1.6% | $3,470+48.8% |
| Admin fee / account holder | $2,421 | $5,589-56.7% | $13,411-81.9% | $4,887-50.5% |