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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 | $148,490 | $52,353+183.6% | $120,225+23.5% | $82,448+80.1% |
| Participation rate | 96.3% | 58.3%+38.0pp | 69.6%+26.7pp | 68.1%+28.2pp |
| Annual return | 18.59% | 61.85%-43.3pp | 439.23%-420.6pp | 41.64%-23.1pp |
| Employer contribution / active EE | $3,519 | $1,510+133.1% | $3,475+1.3% | $2,551+38.0% |
| Participant deferral / active EE | $8,208 | $2,627+212.5% | $3,999+105.3% | $4,139+98.3% |
| Admin fee / account holder | $2,082 | $4,363-52.3% | $5,696-63.4% | $7,234-71.2% |