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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 | $133,603 | $81,208+64.5% | $98,920+35.1% | $79,856+67.3% |
| Participation rate | 88.6% | 72.5%+16.1pp | 76.0%+12.5pp | 69.6%+18.9pp |
| Annual return | 12.41% | 60.99%-48.6pp | 196.47%-184.1pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,213 | $1,960-38.1% | $2,689-54.9% | $2,471-50.9% |
| Participant deferral / active EE | $6,188 | $3,265+89.5% | $4,245+45.8% | $3,741+65.4% |
| Admin fee / account holder | $23,423 | $6,013+289.5% | $6,643+252.6% | $5,306+341.4% |