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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 | $130,255 | $86,298+50.9% | $111,308+17.0% | $85,847+51.7% |
| Participation rate | 82.0% | 73.3%+8.7pp | 77.3%+4.7pp | 69.3%+12.7pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.67%-54.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $2,047 | $2,044+0.1% | $2,732-25.1% | $2,565-20.2% |
| Participant deferral / active EE | $5,210 | $3,641+43.1% | $4,487+16.1% | $3,952+31.8% |
| Admin fee / account holder | $13,784 | $8,189+68.3% | $7,965+73.1% | $6,261+120.2% |