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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 | $143,321 | $95,415+50.2% | $185,851-22.9% | $85,851+66.9% |
| Participation rate | 98.6% | 68.8%+29.9pp | 81.7%+16.9pp | 69.3%+29.3pp |
| Annual return | 17.51% | 23.59%-6.1pp | 122.11%-104.6pp | 318.63%-301.1pp |
| Employer contribution / active EE | $2,561 | $3,314-22.7% | $5,168-50.5% | $2,565-0.2% |
| Participant deferral / active EE | $5,964 | $3,424+74.2% | $5,569+7.1% | $3,952+50.9% |
| Admin fee / account holder | $3,733 | $7,215-48.3% | $16,245-77.0% | $6,261-40.4% |