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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 | $71,238 | $61,755+15.4% | $97,161-26.7% | $80,911-12.0% |
| Participation rate | 95.8% | 63.5%+32.3pp | 72.7%+23.1pp | 67.6%+28.1pp |
| Annual return | 24.35% | -557.90%+582.3pp | 75.36%-51.0pp | 35.63%-11.3pp |
| Employer contribution / active EE | $6,958 | $1,835+279.2% | $2,723+155.5% | $2,756+152.5% |
| Participant deferral / active EE | $4,529 | $3,026+49.7% | $4,265+6.2% | $4,297+5.4% |
| Admin fee / account holder | $11,797 | $5,166+128.4% | $5,647+108.9% | $6,935+70.1% |