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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 | $125,841 | $51,638+143.7% | $68,368+84.1% | $82,448+52.6% |
| Participation rate | 97.3% | 63.6%+33.7pp | 73.8%+23.5pp | 68.1%+29.2pp |
| Annual return | 14.20% | 37.53%-23.3pp | 292.57%-278.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,151 | $2,047-43.7% | $2,649-56.5% | $2,551-54.9% |
| Participant deferral / active EE | $1,905 | $2,914-34.6% | $4,123-53.8% | $4,139-54.0% |
| Admin fee / account holder | $3,158 | $4,643-32.0% | $5,150-38.7% | $7,234-56.3% |