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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 | $170,318 | $81,208+109.7% | $98,916+72.2% | $79,858+113.3% |
| Participation rate | 94.4% | 72.5%+21.9pp | 76.0%+18.4pp | 69.6%+24.8pp |
| Annual return | 11.03% | 60.99%-50.0pp | 196.45%-185.4pp | 31.72%-20.7pp |
| Employer contribution / active EE | $1,530 | $1,960-21.9% | $2,689-43.1% | $2,471-38.1% |
| Participant deferral / active EE | $7,437 | $3,265+127.8% | $4,245+75.2% | $3,740+98.8% |
| Admin fee / account holder | $3,089 | $6,013-48.6% | $6,642-53.5% | $5,306-41.8% |