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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 | $140,099 | $58,258+140.5% | $81,820+71.2% | $80,925+73.1% |
| Participation rate | 82.0% | 63.5%+18.5pp | 72.4%+9.6pp | 67.7%+14.3pp |
| Annual return | 12.30% | 41.76%-29.5pp | 777.93%-765.6pp | 35.65%-23.4pp |
| Employer contribution / active EE | $3,333 | $2,345+42.1% | $2,915+14.4% | $2,756+20.9% |
| Participant deferral / active EE | $1,794 | $3,284-45.4% | $4,323-58.5% | $4,299-58.3% |
| Admin fee / account holder | $3,908 | $4,976-21.5% | $7,391-47.1% | $6,940-43.7% |