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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 | $145,224 | $51,638+181.2% | $68,368+112.4% | $82,448+76.1% |
| Participation rate | 98.9% | 63.6%+35.3pp | 73.8%+25.2pp | 68.1%+30.9pp |
| Annual return | 16.54% | 37.53%-21.0pp | 292.57%-276.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,877 | $2,047-8.3% | $2,649-29.2% | $2,551-26.4% |
| Participant deferral / active EE | $6,417 | $2,914+120.3% | $4,123+55.7% | $4,139+55.0% |
| Admin fee / account holder | $5,307 | $4,643+14.3% | $5,150+3.1% | $7,234-26.6% |