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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 | $57,780 | $55,437+4.2% | $155,534-62.9% | $74,459-22.4% |
| Participation rate | 85.1% | 61.9%+23.2pp | 78.2%+6.9pp | 67.2%+17.9pp |
| Annual return | 14.50% | 269.58%-255.1pp | 64.92%-50.4pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $4,764 | $2,266+110.2% | $4,675+1.9% | $2,626+81.4% |
| Participant deferral / active EE | $5,579 | $2,837+96.6% | $5,630-0.9% | $4,350+28.3% |
| Admin fee / account holder | $736 | $1,742-57.8% | $15,900-95.4% | $1,945-62.1% |