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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 | $153,463 | $75,832+102.4% | $147,617+4.0% | $59,633+157.3% |
| Participation rate | 79.5% | 71.6%+8.0pp | 84.6%-5.1pp | 68.7%+10.9pp |
| Annual return | 5.06% | 0.37%+4.7pp | 61.98%-56.9pp | 2041.45%-2036.4pp |
| Employer contribution / active EE | $3,140 | $3,485-9.9% | $5,564-43.6% | $2,203+42.5% |
| Participant deferral / active EE | $4,346 | $3,131+38.8% | $4,895-11.2% | $3,192+36.2% |
| Admin fee / account holder | $419 | $5,986-93.0% | $11,612-96.4% | $4,297-90.3% |