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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 | $139,130 | $58,275+138.7% | $81,844+70.0% | $80,935+71.9% |
| Participation rate | 79.5% | 63.5%+16.0pp | 72.4%+7.1pp | 67.7%+11.8pp |
| Annual return | 15.08% | 41.82%-26.7pp | 778.87%-763.8pp | 35.66%-20.6pp |
| Employer contribution / active EE | $6,814 | $2,346+190.5% | $2,916+133.7% | $2,757+147.2% |
| Participant deferral / active EE | $3,492 | $3,285+6.3% | $4,323-19.2% | $4,299-18.8% |
| Admin fee / account holder | $14,540 | $4,749+206.2% | $7,355+97.7% | $6,924+110.0% |