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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 | $141,961 | $56,431+151.6% | $130,788+8.5% | $87,485+62.3% |
| Participation rate | 75.0% | 58.9%+16.1pp | 70.1%+4.9pp | 68.9%+6.1pp |
| Annual return | 18.85% | 91.27%-72.4pp | 386.44%-367.6pp | 26.06%-7.2pp |
| Employer contribution / active EE | $2,826 | $1,549+82.4% | $3,558-20.6% | $2,596+8.8% |
| Participant deferral / active EE | $10,264 | $2,749+273.3% | $4,137+148.1% | $4,274+140.2% |
| Admin fee / account holder | $19,176 | $4,433+332.6% | $6,673+187.4% | $7,775+146.6% |