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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 | $137,690 | $85,766+60.5% | $136,298+1.0% | $70,126+96.3% |
| Participation rate | 72.4% | 74.2%-1.7pp | 81.9%-9.5pp | 69.5%+2.9pp |
| Annual return | 16.83% | 31.46%-14.6pp | 5156.27%-5139.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $1,956 | $2,966-34.1% | $4,696-58.3% | $2,343-16.5% |
| Participant deferral / active EE | $4,945 | $5,051-2.1% | $6,247-20.9% | $3,332+48.4% |
| Admin fee / account holder | $1,763 | $5,421-67.5% | $9,244-80.9% | $4,645-62.0% |