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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 | $149,605 | $58,275+156.7% | $81,844+82.8% | $80,935+84.8% |
| Participation rate | 87.5% | 63.5%+24.0pp | 72.4%+15.1pp | 67.7%+19.8pp |
| Annual return | 12.48% | 41.82%-29.3pp | 778.87%-766.4pp | 35.66%-23.2pp |
| Employer contribution / active EE | $1,790 | $2,346-23.7% | $2,916-38.6% | $2,757-35.1% |
| Participant deferral / active EE | $1,609 | $3,285-51.0% | $4,323-62.8% | $4,299-62.6% |
| Admin fee / account holder | $3,403 | $4,749-28.3% | $7,355-53.7% | $6,924-50.9% |