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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 | $30,421+342.1% | $56,077+139.8% | $74,429+80.7% |
| Participation rate | 71.8% | 32.9%+39.0pp | 52.5%+19.3pp | 67.2%+4.6pp |
| Annual return | 17.83% | 24.94%-7.1pp | 1709.28%-1691.4pp | 1368.38%-1350.6pp |
| Employer contribution / active EE | $4,423 | $610+625.4% | $1,040+325.1% | $2,625+68.5% |
| Participant deferral / active EE | $9,487 | $1,175+707.2% | $1,954+385.5% | $4,348+118.2% |
| Admin fee / account holder | $2,302 | $2,363-2.6% | $2,825-18.5% | $1,944+18.4% |