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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 | $134,494 | $34,932+285.0% | $56,441+138.3% | $74,546+80.4% |
| Participation rate | 71.8% | 32.9%+39.0pp | 52.5%+19.3pp | 67.2%+4.6pp |
| Annual return | 17.83% | 24.90%-7.1pp | 1704.21%-1686.4pp | 1366.03%-1348.2pp |
| Employer contribution / active EE | $4,423 | $608+627.0% | $1,039+325.7% | $2,624+68.5% |
| Participant deferral / active EE | $9,487 | $1,173+708.8% | $1,953+385.8% | $4,347+118.2% |
| Admin fee / account holder | $2,302 | $2,359-2.4% | $2,829-18.6% | $1,944+18.4% |