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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 | $122,698 | $58,275+110.6% | $81,844+49.9% | $80,935+51.6% |
| Participation rate | 92.0% | 63.5%+28.5pp | 72.4%+19.6pp | 67.7%+24.3pp |
| Annual return | 11.45% | 41.82%-30.4pp | 778.87%-767.4pp | 35.66%-24.2pp |
| Employer contribution / active EE | $9,664 | $2,346+312.0% | $2,916+231.4% | $2,757+250.6% |
| Participant deferral / active EE | $4,573 | $3,285+39.2% | $4,323+5.8% | $4,299+6.4% |
| Admin fee / account holder | $4,039 | $4,749-14.9% | $7,355-45.1% | $6,924-41.7% |