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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 | $203,903 | $88,754+129.7% | $81,820+149.2% | $145,877+39.8% |
| Participation rate | 72.7% | 75.1%-2.4pp | 72.4%+0.3pp | 80.3%-7.6pp |
| Annual return | 14.92% | 1031.77%-1016.8pp | 777.93%-763.0pp | 551.28%-536.4pp |
| Employer contribution / active EE | $4,413 | $3,085+43.0% | $2,915+51.4% | $4,663-5.4% |
| Participant deferral / active EE | $8,347 | $4,648+79.6% | $4,323+93.1% | $6,691+24.8% |
| Admin fee / account holder | $1,434 | $8,424-83.0% | $7,391-80.6% | $13,402-89.3% |