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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 | $149,990 | $67,411+122.5% | $91,004+64.8% | $70,126+113.9% |
| Participation rate | 96.7% | 71.4%+25.3pp | 75.6%+21.1pp | 69.5%+27.1pp |
| Annual return | 17.87% | -40.16%+58.0pp | 4.60%+13.3pp | 73.15%-55.3pp |
| Employer contribution / active EE | $5,668 | $1,786+217.4% | $2,456+130.8% | $2,343+142.0% |
| Participant deferral / active EE | $4,211 | $2,823+49.2% | $3,548+18.7% | $3,332+26.4% |
| Admin fee / account holder | $2,496 | $4,236-41.1% | $5,417-53.9% | $4,645-46.3% |