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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 | $116,432 | $49,896+133.3% | $80,627+44.4% | $75,173+54.9% |
| Participation rate | 78.1% | 55.3%+22.8pp | 67.0%+11.1pp | 67.2%+10.9pp |
| Annual return | 16.69% | 34.67%-18.0pp | 936.76%-920.1pp | 160.72%-144.0pp |
| Employer contribution / active EE | $1,880 | $1,699+10.7% | $2,723-30.9% | $2,671-29.6% |
| Participant deferral / active EE | $2,920 | $2,992-2.4% | $4,443-34.3% | $4,126-29.2% |
| Admin fee / account holder | $1,347 | $3,578-62.3% | $5,381-75.0% | $5,651-76.2% |