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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 | $101,672 | $49,976+103.4% | $66,674+52.5% | $82,637+23.0% |
| Participation rate | 73.1% | 63.1%+10.0pp | 73.7%-0.6pp | 68.1%+5.0pp |
| Annual return | 14.86% | 39.09%-24.2pp | 321.24%-306.4pp | 53.51%-38.6pp |
| Employer contribution / active EE | $5,635 | $1,988+183.4% | $2,620+115.1% | $2,552+120.8% |
| Participant deferral / active EE | $7,930 | $2,847+178.6% | $4,084+94.2% | $4,126+92.2% |
| Admin fee / account holder | $13,430 | $4,594+192.4% | $5,098+163.4% | $7,339+83.0% |