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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 | $58,275+115.0% | $81,844+53.1% | $80,935+54.8% |
| Participation rate | 74.4% | 63.5%+10.9pp | 72.4%+2.0pp | 67.7%+6.7pp |
| Annual return | 11.04% | 41.82%-30.8pp | 778.87%-767.8pp | 35.66%-24.6pp |
| Employer contribution / active EE | $3,579 | $2,346+52.6% | $2,916+22.7% | $2,757+29.8% |
| Participant deferral / active EE | $6,128 | $3,285+86.5% | $4,323+41.7% | $4,299+42.5% |
| Admin fee / account holder | $3,577 | $4,749-24.7% | $7,355-51.4% | $6,924-48.3% |