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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 | $99,909 | $47,105+112.1% | $68,368+46.1% | $67,986+47.0% |
| Participation rate | 84.8% | 51.8%+33.0pp | 73.8%+11.0pp | 57.2%+27.6pp |
| Annual return | 12.57% | 48.37%-35.8pp | 292.57%-280.0pp | 31.67%-19.1pp |
| Employer contribution / active EE | $952 | $1,859-48.8% | $2,649-64.0% | $2,019-52.8% |
| Participant deferral / active EE | $5,612 | $2,374+136.4% | $4,123+36.1% | $3,358+67.1% |
| Admin fee / account holder | $14,967 | $2,435+514.7% | $5,150+190.6% | $3,203+367.2% |