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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 | $119,788 | $58,311+105.4% | $81,882+46.3% | $80,959+48.0% |
| Participation rate | 75.8% | 63.5%+12.3pp | 72.4%+3.4pp | 67.7%+8.1pp |
| Annual return | 15.36% | 41.85%-26.5pp | 779.47%-764.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $1,717 | $2,347-26.8% | $2,916-41.1% | $2,757-37.7% |
| Participant deferral / active EE | $4,166 | $3,287+26.8% | $4,323-3.6% | $4,300-3.1% |
| Admin fee / account holder | $11,372 | $4,752+139.3% | $7,360+54.5% | $6,925+64.2% |