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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 | $154,436 | $58,234+165.2% | $81,783+88.8% | $80,874+91.0% |
| Participation rate | 73.6% | 63.4%+10.1pp | 72.4%+1.2pp | 67.6%+5.9pp |
| Annual return | 12.68% | 41.70%-29.0pp | 775.05%-762.4pp | 35.62%-22.9pp |
| Employer contribution / active EE | $2,868 | $2,341+22.5% | $2,913-1.5% | $2,756+4.1% |
| Participant deferral / active EE | $9,423 | $3,283+187.0% | $4,320+118.1% | $4,297+119.3% |
| Admin fee / account holder | $11,697 | $4,982+134.8% | $7,380+58.5% | $6,935+68.7% |