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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 | $49,891+133.4% | $80,607+44.4% | $75,181+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 | 936.11%-919.4pp | 160.69%-144.0pp |
| Employer contribution / active EE | $1,880 | $1,698+10.7% | $2,724-31.0% | $2,671-29.6% |
| Participant deferral / active EE | $2,920 | $2,991-2.4% | $4,448-34.3% | $4,126-29.2% |
| Admin fee / account holder | $1,347 | $3,578-62.3% | $5,379-75.0% | $5,650-76.2% |