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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 | $243,565 | $61,787+294.2% | $97,197+150.6% | $80,925+201.0% |
| Participation rate | 89.3% | 63.5%+25.8pp | 72.7%+16.6pp | 67.7%+21.6pp |
| Annual return | 15.69% | -558.16%+573.8pp | 75.47%-59.8pp | 35.65%-20.0pp |
| Employer contribution / active EE | $5,639 | $1,836+207.1% | $2,723+107.1% | $2,756+104.6% |
| Participant deferral / active EE | $8,548 | $3,027+182.4% | $4,263+100.5% | $4,299+98.9% |
| Admin fee / account holder | $3,791 | $5,170-26.7% | $5,637-32.7% | $6,940-45.4% |