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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 | $58,234+121.7% | $81,783+57.9% | $80,874+59.6% |
| Participation rate | 77.8% | 63.4%+14.3pp | 72.4%+5.4pp | 67.6%+10.1pp |
| Annual return | 14.94% | 41.70%-26.8pp | 775.05%-760.1pp | 35.62%-20.7pp |
| Employer contribution / active EE | $5,871 | $2,341+150.8% | $2,913+101.6% | $2,756+113.1% |
| Participant deferral / active EE | $3,328 | $3,283+1.4% | $4,320-23.0% | $4,297-22.6% |
| Admin fee / account holder | $2,924 | $4,982-41.3% | $7,380-60.4% | $6,935-57.8% |