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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 | $146,613 | $94,529+55.1% | $140,019+4.7% | $64,173+128.5% |
| Participation rate | 97.7% | 84.1%+13.6pp | 87.5%+10.2pp | 69.6%+28.2pp |
| Annual return | 0.41% | 7.77%-7.4pp | 651.17%-650.8pp | 7.63%-7.2pp |
| Employer contribution / active EE | $6,951 | $3,812+82.3% | $5,605+24.0% | $2,381+191.9% |
| Participant deferral / active EE | $8,796 | $5,250+67.5% | $6,927+27.0% | $3,470+153.5% |
| Admin fee / account holder | $496 | $6,741-92.6% | $10,705-95.4% | $4,887-89.9% |