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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 | $134,610 | $58,234+131.2% | $81,783+64.6% | $80,874+66.4% |
| Participation rate | 71.4% | 63.4%+8.0pp | 72.4%-0.9pp | 67.6%+3.8pp |
| Annual return | 12.80% | 41.70%-28.9pp | 775.05%-762.3pp | 35.62%-22.8pp |
| Employer contribution / active EE | $2,876 | $2,341+22.8% | $2,913-1.2% | $2,756+4.4% |
| Participant deferral / active EE | $5,731 | $3,283+74.6% | $4,320+32.6% | $4,297+33.4% |
| Admin fee / account holder | $4,529 | $4,982-9.1% | $7,380-38.6% | $6,935-34.7% |