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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 | $114,625 | $226,105-49.3% | $182,540-37.2% | $152,897-25.0% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.5%+0.9pp |
| Annual return | 21.79% | 192.58%-170.8pp | 148.58%-126.8pp | 345.43%-323.6pp |
| Employer contribution / active EE | $1,846 | $4,978-62.9% | $4,076-54.7% | $4,764-61.3% |
| Participant deferral / active EE | $5,843 | $6,370-8.3% | $5,525+5.7% | $5,851-0.1% |
| Admin fee / account holder | $18,058 | $10,706+68.7% | $8,593+110.1% | $11,599+55.7% |