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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 | $146,372 | $99,079+47.7% | $78,002+87.7% | $273,972-46.6% |
| Participation rate | 92.3% | 78.6%+13.7pp | 75.5%+16.8pp | 83.0%+9.3pp |
| Annual return | 6.95% | 217.93%-211.0pp | 425.99%-419.0pp | 41.46%-34.5pp |
| Employer contribution / active EE | $2,231 | $3,308-32.6% | $2,470-9.7% | $4,869-54.2% |
| Participant deferral / active EE | $6,513 | $4,306+51.2% | $3,497+86.2% | $5,287+23.2% |
| Admin fee / account holder | $5,228 | $8,954-41.6% | $5,481-4.6% | $10,133-48.4% |