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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 | $149,811 | $58,275+157.1% | $81,844+83.0% | $80,935+85.1% |
| Participation rate | 89.6% | 63.5%+26.1pp | 72.4%+17.2pp | 67.7%+21.9pp |
| Annual return | 17.23% | 41.82%-24.6pp | 778.87%-761.6pp | 35.66%-18.4pp |
| Employer contribution / active EE | $2,542 | $2,346+8.3% | $2,916-12.9% | $2,757-7.8% |
| Participant deferral / active EE | $6,636 | $3,285+102.0% | $4,323+53.5% | $4,299+54.3% |
| Admin fee / account holder | $4,271 | $4,749-10.1% | $7,355-41.9% | $6,924-38.3% |