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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 | $155,472 | $61,125+154.4% | $94,057+65.3% | $87,485+77.7% |
| Participation rate | 88.6% | 64.1%+24.6pp | 73.3%+15.3pp | 68.9%+19.7pp |
| Annual return | 13.81% | 35.20%-21.4pp | 480.62%-466.8pp | 26.06%-12.2pp |
| Employer contribution / active EE | $1,710 | $2,136-20.0% | $2,933-41.7% | $2,596-34.1% |
| Participant deferral / active EE | $1,867 | $3,260-42.7% | $4,709-60.4% | $4,274-56.3% |
| Admin fee / account holder | $3,159 | $5,629-43.9% | $7,244-56.4% | $7,775-59.4% |