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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 | $130,738 | $63,346+106.4% | $92,240+41.7% | $70,126+86.4% |
| Participation rate | 72.1% | 68.7%+3.5pp | 76.5%-4.4pp | 69.5%+2.6pp |
| Annual return | 15.79% | 530.19%-514.4pp | 176.29%-160.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $1,260 | $2,471-49.0% | $3,680-65.8% | $2,343-46.2% |
| Participant deferral / active EE | $4,943 | $2,854+73.2% | $3,897+26.8% | $3,332+48.4% |
| Admin fee / account holder | $13,535 | $3,841+252.4% | $5,194+160.6% | $4,645+191.4% |