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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 | $113,402 | $49,897+127.3% | $80,648+40.6% | $75,177+50.8% |
| Participation rate | 90.3% | 55.3%+35.0pp | 67.0%+23.3pp | 67.2%+23.1pp |
| Annual return | 18.19% | 34.68%-16.5pp | 937.21%-919.0pp | 160.75%-142.6pp |
| Employer contribution / active EE | $1,664 | $1,699-2.0% | $2,724-38.9% | $2,671-37.7% |
| Participant deferral / active EE | $8,843 | $2,992+195.5% | $4,443+99.0% | $4,126+114.3% |
| Admin fee / account holder | $2,461 | $3,579-31.2% | $5,382-54.3% | $5,651-56.5% |