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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 | $126,471 | $48,011+163.4% | $63,803+98.2% | $82,637+53.0% |
| Participation rate | 82.3% | 66.6%+15.7pp | 72.7%+9.6pp | 68.1%+14.2pp |
| Annual return | 14.99% | 19.84%-4.9pp | 543.72%-528.7pp | 53.51%-38.5pp |
| Employer contribution / active EE | $3,089 | $1,904+62.3% | $2,532+22.0% | $2,552+21.1% |
| Participant deferral / active EE | $4,817 | $2,846+69.2% | $3,843+25.3% | $4,126+16.7% |
| Admin fee / account holder | $10,551 | $3,873+172.4% | $5,196+103.0% | $7,339+43.8% |