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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 | $152,984 | $98,760+54.9% | $149,715+2.2% | $79,858+91.6% |
| Participation rate | 87.9% | 75.8%+12.1pp | 82.5%+5.4pp | 69.6%+18.2pp |
| Annual return | 16.45% | 27.43%-11.0pp | 276.66%-260.2pp | 31.72%-15.3pp |
| Employer contribution / active EE | $1,039 | $3,217-67.7% | $4,645-77.6% | $2,471-57.9% |
| Participant deferral / active EE | $14,701 | $5,681+158.8% | $6,842+114.9% | $3,740+293.0% |
| Admin fee / account holder | $5,194 | $6,053-14.2% | $9,310-44.2% | $5,306-2.1% |