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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 | $130,053 | $58,258+123.2% | $81,820+59.0% | $80,925+60.7% |
| Participation rate | 83.9% | 63.5%+20.5pp | 72.4%+11.5pp | 67.7%+16.3pp |
| Annual return | 13.59% | 41.76%-28.2pp | 777.93%-764.3pp | 35.65%-22.1pp |
| Employer contribution / active EE | $5,344 | $2,345+127.9% | $2,915+83.3% | $2,756+93.9% |
| Participant deferral / active EE | $5,681 | $3,284+73.0% | $4,323+31.4% | $4,299+32.2% |
| Admin fee / account holder | $4,391 | $4,976-11.8% | $7,391-40.6% | $6,940-36.7% |