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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 | $143,435 | $63,703+125.2% | $93,063+54.1% | $82,448+74.0% |
| Participation rate | 88.0% | 63.8%+24.2pp | 72.1%+15.9pp | 68.1%+19.9pp |
| Annual return | 14.95% | -775.43%+790.4pp | 34.15%-19.2pp | 41.64%-26.7pp |
| Employer contribution / active EE | $3,537 | $1,729+104.6% | $2,476+42.8% | $2,551+38.6% |
| Participant deferral / active EE | $7,334 | $2,919+151.2% | $3,958+85.3% | $4,139+77.2% |
| Admin fee / account holder | $3,629 | $5,982-39.3% | $6,033-39.9% | $7,234-49.8% |