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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 | $129,852 | $95,406+36.1% | $185,849-30.1% | $85,847+51.3% |
| Participation rate | 96.3% | 68.8%+27.5pp | 81.7%+14.6pp | 69.3%+27.0pp |
| Annual return | 14.19% | 23.59%-9.4pp | 122.10%-107.9pp | 318.61%-304.4pp |
| Employer contribution / active EE | $1,627 | $3,314-50.9% | $5,169-68.5% | $2,565-36.6% |
| Participant deferral / active EE | $5,172 | $3,424+51.1% | $5,569-7.1% | $3,952+30.9% |
| Admin fee / account holder | $13,067 | $7,214+81.1% | $16,244-19.6% | $6,261+108.7% |