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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 | $129,294 | $63,703+103.0% | $93,063+38.9% | $82,448+56.8% |
| Participation rate | 81.3% | 63.8%+17.4pp | 72.1%+9.1pp | 68.1%+13.2pp |
| Annual return | 15.37% | -775.43%+790.8pp | 34.15%-18.8pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,156 | $1,729+24.7% | $2,476-12.9% | $2,551-15.5% |
| Participant deferral / active EE | $7,783 | $2,919+166.6% | $3,958+96.6% | $4,139+88.0% |
| Admin fee / account holder | $46,508 | $5,982+677.5% | $6,033+670.9% | $7,234+542.9% |