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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 | $58,258+165.1% | $81,820+88.8% | $80,925+90.8% |
| Participation rate | 73.6% | 63.5%+10.1pp | 72.4%+1.2pp | 67.7%+5.9pp |
| Annual return | 12.68% | 41.76%-29.1pp | 777.93%-765.3pp | 35.65%-23.0pp |
| Employer contribution / active EE | $2,868 | $2,345+22.3% | $2,915-1.6% | $2,756+4.1% |
| Participant deferral / active EE | $9,423 | $3,284+187.0% | $4,323+118.0% | $4,299+119.2% |
| Admin fee / account holder | $11,697 | $4,976+135.0% | $7,391+58.3% | $6,940+68.5% |