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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 | $148,819 | $58,311+155.2% | $81,882+81.7% | $80,959+83.8% |
| Participation rate | 76.1% | 63.5%+12.6pp | 72.4%+3.7pp | 67.7%+8.4pp |
| Annual return | 12.31% | 41.85%-29.5pp | 779.47%-767.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $2,382 | $2,347+1.5% | $2,916-18.3% | $2,757-13.6% |
| Participant deferral / active EE | $9,209 | $3,287+180.2% | $4,323+113.0% | $4,300+114.1% |
| Admin fee / account holder | $4,453 | $4,752-6.3% | $7,360-39.5% | $6,925-35.7% |