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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 | $145,763 | $58,311+150.0% | $81,882+78.0% | $80,959+80.0% |
| Participation rate | 77.5% | 63.5%+14.0pp | 72.4%+5.1pp | 67.7%+9.8pp |
| Annual return | 13.17% | 41.85%-28.7pp | 779.47%-766.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $3,284 | $2,347+40.0% | $2,916+12.6% | $2,757+19.1% |
| Participant deferral / active EE | $7,997 | $3,287+143.3% | $4,323+85.0% | $4,300+86.0% |
| Admin fee / account holder | $5,087 | $4,752+7.1% | $7,360-30.9% | $6,925-26.5% |