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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 | $137,230 | $58,275+135.5% | $81,844+67.7% | $80,935+69.6% |
| Participation rate | 78.4% | 63.5%+14.9pp | 72.4%+6.0pp | 67.7%+10.7pp |
| Annual return | 19.99% | 41.82%-21.8pp | 778.87%-758.9pp | 35.66%-15.7pp |
| Employer contribution / active EE | $3,146 | $2,346+34.1% | $2,916+7.9% | $2,757+14.1% |
| Participant deferral / active EE | $5,459 | $3,285+66.2% | $4,323+26.3% | $4,299+27.0% |
| Admin fee / account holder | $2,898 | $4,749-39.0% | $7,355-60.6% | $6,924-58.2% |