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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 | $136,047 | $52,279+160.2% | $89,435+52.1% | $79,856+70.4% |
| Participation rate | 80.4% | 57.5%+22.9pp | 68.0%+12.5pp | 69.6%+10.8pp |
| Annual return | 11.69% | 22.16%-10.5pp | 245.55%-233.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,309 | $1,572-16.7% | $2,587-49.4% | $2,471-47.0% |
| Participant deferral / active EE | $4,154 | $2,740+51.6% | $3,890+6.8% | $3,741+11.1% |
| Admin fee / account holder | $22,157 | $3,356+560.1% | $4,884+353.6% | $5,306+317.5% |