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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 | $176,958 | $58,234+203.9% | $81,783+116.4% | $80,874+118.8% |
| Participation rate | 78.7% | 63.4%+15.3pp | 72.4%+6.4pp | 67.6%+11.1pp |
| Annual return | 12.80% | 41.70%-28.9pp | 775.05%-762.3pp | 35.62%-22.8pp |
| Employer contribution / active EE | $2,632 | $2,341+12.4% | $2,913-9.6% | $2,756-4.5% |
| Participant deferral / active EE | $6,719 | $3,283+104.7% | $4,320+55.5% | $4,297+56.4% |
| Admin fee / account holder | $2,046 | $4,982-58.9% | $7,380-72.3% | $6,935-70.5% |