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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 | $121,489 | $81,208+49.6% | $98,916+22.8% | $79,858+52.1% |
| Participation rate | 87.0% | 72.5%+14.5pp | 76.0%+11.0pp | 69.6%+17.4pp |
| Annual return | 15.16% | 60.99%-45.8pp | 196.45%-181.3pp | 31.72%-16.6pp |
| Employer contribution / active EE | $1,122 | $1,960-42.7% | $2,689-58.3% | $2,471-54.6% |
| Participant deferral / active EE | $3,968 | $3,265+21.5% | $4,245-6.5% | $3,740+6.1% |
| Admin fee / account holder | $3,010 | $6,013-49.9% | $6,642-54.7% | $5,306-43.3% |