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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 | $129,095 | $58,258+121.6% | $81,820+57.8% | $80,925+59.5% |
| Participation rate | 77.8% | 63.5%+14.3pp | 72.4%+5.4pp | 67.7%+10.1pp |
| Annual return | 14.94% | 41.76%-26.8pp | 777.93%-763.0pp | 35.65%-20.7pp |
| Employer contribution / active EE | $5,871 | $2,345+150.3% | $2,915+101.4% | $2,756+113.0% |
| Participant deferral / active EE | $3,328 | $3,284+1.3% | $4,323-23.0% | $4,299-22.6% |
| Admin fee / account holder | $2,924 | $4,976-41.2% | $7,391-60.4% | $6,940-57.9% |