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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 | $125,268 | $58,241+115.1% | $81,780+53.2% | $80,911+54.8% |
| Participation rate | 74.4% | 63.4%+10.9pp | 72.4%+2.0pp | 67.6%+6.7pp |
| Annual return | 11.04% | 41.73%-30.7pp | 776.27%-765.2pp | 35.63%-24.6pp |
| Employer contribution / active EE | $3,579 | $2,343+52.7% | $2,914+22.8% | $2,756+29.9% |
| Participant deferral / active EE | $6,128 | $3,283+86.7% | $4,321+41.8% | $4,297+42.6% |
| Admin fee / account holder | $3,577 | $4,973-28.1% | $7,384-51.6% | $6,935-48.4% |