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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 | $179,236 | $60,139+198.0% | $90,461+98.1% | $79,856+124.4% |
| Participation rate | 70.7% | 65.0%+5.7pp | 72.7%-2.0pp | 69.6%+1.1pp |
| Annual return | 18.46% | 71.96%-53.5pp | 1294.76%-1276.3pp | 31.71%-13.3pp |
| Employer contribution / active EE | $2,471 | $2,069+19.4% | $3,264-24.3% | $2,4710% |
| Participant deferral / active EE | $6,107 | $2,939+107.8% | $3,964+54.1% | $3,741+63.3% |
| Admin fee / account holder | $367 | $3,978-90.8% | $5,617-93.5% | $5,306-93.1% |