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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 | $137,547 | $61,755+122.7% | $97,161+41.6% | $80,911+70.0% |
| Participation rate | 77.6% | 63.5%+14.1pp | 72.7%+4.9pp | 67.6%+10.0pp |
| Annual return | 17.60% | -557.90%+575.5pp | 75.36%-57.8pp | 35.63%-18.0pp |
| Employer contribution / active EE | $5,552 | $1,835+202.5% | $2,723+103.9% | $2,756+101.5% |
| Participant deferral / active EE | $6,114 | $3,026+102.0% | $4,265+43.3% | $4,297+42.3% |
| Admin fee / account holder | $3,001 | $5,166-41.9% | $5,647-46.9% | $6,935-56.7% |