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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 | $58,275+140.4% | $81,844+71.2% | $80,935+73.1% |
| Participation rate | 82.0% | 63.5%+18.5pp | 72.4%+9.6pp | 67.7%+14.3pp |
| Annual return | 12.30% | 41.82%-29.5pp | 778.87%-766.6pp | 35.66%-23.4pp |
| Employer contribution / active EE | $3,333 | $2,346+42.1% | $2,916+14.3% | $2,757+20.9% |
| Participant deferral / active EE | $1,794 | $3,285-45.4% | $4,323-58.5% | $4,299-58.3% |
| Admin fee / account holder | $3,908 | $4,749-17.7% | $7,355-46.9% | $6,924-43.6% |