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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 | $149,495 | $75,832+97.1% | $147,617+1.3% | $59,633+150.7% |
| Participation rate | 97.2% | 71.6%+25.7pp | 84.6%+12.6pp | 68.7%+28.6pp |
| Annual return | 4.98% | 0.37%+4.6pp | 61.98%-57.0pp | 2041.45%-2036.5pp |
| Employer contribution / active EE | $8,629 | $3,485+147.6% | $5,564+55.1% | $2,203+291.7% |
| Participant deferral / active EE | $4,134 | $3,131+32.0% | $4,895-15.6% | $3,192+29.5% |
| Admin fee / account holder | $2,770 | $5,986-53.7% | $11,612-76.1% | $4,297-35.5% |