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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 | $106,672 | $47,105+126.5% | $68,368+56.0% | $67,986+56.9% |
| Participation rate | 71.9% | 51.8%+20.1pp | 73.8%-1.8pp | 57.2%+14.7pp |
| Annual return | 18.27% | 48.37%-30.1pp | 292.57%-274.3pp | 31.67%-13.4pp |
| Employer contribution / active EE | $1,194 | $1,859-35.8% | $2,649-54.9% | $2,019-40.9% |
| Participant deferral / active EE | $6,880 | $2,374+189.8% | $4,123+66.9% | $3,358+104.9% |
| Admin fee / account holder | $11,074 | $2,435+354.8% | $5,150+115.0% | $3,203+245.7% |