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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 | $131,257 | $52,353+150.7% | $120,225+9.2% | $82,448+59.2% |
| Participation rate | 96.6% | 58.3%+38.3pp | 69.6%+27.0pp | 68.1%+28.5pp |
| Annual return | 14.12% | 61.85%-47.7pp | 439.23%-425.1pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,781 | $1,510+84.2% | $3,475-20.0% | $2,551+9.0% |
| Participant deferral / active EE | $5,664 | $2,627+115.6% | $3,999+41.6% | $4,139+36.8% |
| Admin fee / account holder | $8,335 | $4,363+91.1% | $5,696+46.3% | $7,234+15.2% |