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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 | $140,799 | $93,346+50.8% | $71,796+96.1% | $273,972-48.6% |
| Participation rate | 89.5% | 76.5%+12.9pp | 69.1%+20.4pp | 83.0%+6.5pp |
| Annual return | 6.76% | 130.39%-123.6pp | 78.04%-71.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $6,791 | $2,733+148.5% | $1,924+252.9% | $4,869+39.5% |
| Participant deferral / active EE | $7,365 | $3,475+111.9% | $2,794+163.6% | $5,287+39.3% |
| Admin fee / account holder | $20,857 | $6,571+217.4% | $4,815+333.2% | $10,133+105.8% |