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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 | $150,094 | $58,258+157.6% | $81,820+83.4% | $80,925+85.5% |
| Participation rate | 85.4% | 63.5%+22.0pp | 72.4%+13.0pp | 67.7%+17.8pp |
| Annual return | 15.59% | 41.76%-26.2pp | 777.93%-762.3pp | 35.65%-20.1pp |
| Employer contribution / active EE | $1,868 | $2,345-20.4% | $2,915-35.9% | $2,756-32.2% |
| Participant deferral / active EE | $8,547 | $3,284+160.3% | $4,323+97.7% | $4,299+98.8% |
| Admin fee / account holder | $15,985 | $4,976+221.2% | $7,391+116.3% | $6,940+130.3% |