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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 | $56,431+132.6% | $130,788+0.4% | $87,485+50.0% |
| Participation rate | 96.6% | 58.9%+37.7pp | 70.1%+26.5pp | 68.9%+27.7pp |
| Annual return | 14.12% | 91.27%-77.2pp | 386.44%-372.3pp | 26.06%-11.9pp |
| Employer contribution / active EE | $2,781 | $1,549+79.5% | $3,558-21.8% | $2,596+7.1% |
| Participant deferral / active EE | $5,664 | $2,749+106.0% | $4,137+36.9% | $4,274+32.5% |
| Admin fee / account holder | $8,335 | $4,433+88.0% | $6,673+24.9% | $7,775+7.2% |