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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 | $199,345 | $58,258+242.2% | $81,820+143.6% | $80,925+146.3% |
| Participation rate | 82.9% | 63.5%+19.4pp | 72.4%+10.5pp | 67.7%+15.2pp |
| Annual return | 13.61% | 41.76%-28.2pp | 777.93%-764.3pp | 35.65%-22.0pp |
| Employer contribution / active EE | $740 | $2,345-68.4% | $2,915-74.6% | $2,756-73.1% |
| Participant deferral / active EE | $4,422 | $3,284+34.7% | $4,323+2.3% | $4,299+2.9% |
| Admin fee / account holder | $5,824 | $4,976+17.0% | $7,391-21.2% | $6,940-16.1% |