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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 | $155,725 | $51,638+201.6% | $68,368+127.8% | $82,448+88.9% |
| Participation rate | 85.2% | 63.6%+21.6pp | 73.8%+11.4pp | 68.1%+17.1pp |
| Annual return | 17.79% | 37.53%-19.7pp | 292.57%-274.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $4,545 | $2,047+122.1% | $2,649+71.6% | $2,551+78.2% |
| Participant deferral / active EE | $5,644 | $2,914+93.7% | $4,123+36.9% | $4,139+36.4% |
| Admin fee / account holder | $754 | $4,643-83.8% | $5,150-85.4% | $7,234-89.6% |