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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 | $123,233 | $65,555+88.0% | $86,216+42.9% | $75,173+63.9% |
| Participation rate | 73.6% | 60.5%+13.1pp | 69.0%+4.6pp | 67.2%+6.4pp |
| Annual return | 17.99% | 46.07%-28.1pp | 1169.42%-1151.4pp | 160.72%-142.7pp |
| Employer contribution / active EE | $1,504 | $1,553-3.2% | $2,382-36.9% | $2,671-43.7% |
| Participant deferral / active EE | $9,511 | $3,023+214.6% | $3,986+138.6% | $4,126+130.5% |
| Admin fee / account holder | $13,836 | $5,469+153.0% | $6,853+101.9% | $5,651+144.9% |