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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 | $120,346 | $85,766+40.3% | $136,298-11.7% | $70,126+71.6% |
| Participation rate | 70.2% | 74.2%-3.9pp | 81.9%-11.7pp | 69.5%+0.7pp |
| Annual return | 21.22% | 31.46%-10.2pp | 5156.27%-5135.0pp | 73.15%-51.9pp |
| Employer contribution / active EE | $1,410 | $2,966-52.5% | $4,696-70.0% | $2,343-39.8% |
| Participant deferral / active EE | $7,658 | $5,051+51.6% | $6,247+22.6% | $3,332+129.8% |
| Admin fee / account holder | $4,743 | $5,421-12.5% | $9,244-48.7% | $4,645+2.1% |