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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 | $110,703 | $49,891+121.9% | $80,607+37.3% | $75,181+47.2% |
| Participation rate | 87.3% | 55.3%+32.0pp | 67.0%+20.3pp | 67.2%+20.1pp |
| Annual return | 19.83% | 34.67%-14.8pp | 936.11%-916.3pp | 160.69%-140.9pp |
| Employer contribution / active EE | $1,478 | $1,698-13.0% | $2,724-45.8% | $2,671-44.7% |
| Participant deferral / active EE | $7,449 | $2,991+149.0% | $4,448+67.5% | $4,126+80.5% |
| Admin fee / account holder | $743 | $3,578-79.2% | $5,379-86.2% | $5,650-86.9% |