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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 | $129,605 | $51,638+151.0% | $68,368+89.6% | $82,448+57.2% |
| Participation rate | 75.8% | 63.6%+12.1pp | 73.8%+2.0pp | 68.1%+7.7pp |
| Annual return | 18.20% | 37.53%-19.3pp | 292.57%-274.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,039 | $2,047-0.4% | $2,649-23.0% | $2,551-20.1% |
| Participant deferral / active EE | $4,404 | $2,914+51.2% | $4,123+6.8% | $4,139+6.4% |
| Admin fee / account holder | $10,242 | $4,643+120.6% | $5,150+98.9% | $7,234+41.6% |