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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 | $214,074 | $99,079+116.1% | $78,002+174.4% | $273,972-21.9% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.5%+13.4pp | 83.0%+5.9pp |
| Annual return | 6.19% | 217.93%-211.7pp | 425.99%-419.8pp | 41.46%-35.3pp |
| Employer contribution / active EE | $707 | $3,308-78.6% | $2,470-71.4% | $4,869-85.5% |
| Participant deferral / active EE | $4,281 | $4,306-0.6% | $3,497+22.4% | $5,287-19.0% |
| Admin fee / account holder | $1,740 | $8,954-80.6% | $5,481-68.3% | $10,133-82.8% |