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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 | $123,740 | $58,258+112.4% | $81,820+51.2% | $80,925+52.9% |
| Participation rate | 84.6% | 63.5%+21.2pp | 72.4%+12.2pp | 67.7%+17.0pp |
| Annual return | 13.83% | 41.76%-27.9pp | 777.93%-764.1pp | 35.65%-21.8pp |
| Employer contribution / active EE | $5,481 | $2,345+133.7% | $2,915+88.0% | $2,756+98.9% |
| Participant deferral / active EE | $3,103 | $3,284-5.5% | $4,323-28.2% | $4,299-27.8% |
| Admin fee / account holder | $352 | $4,976-92.9% | $7,391-95.2% | $6,940-94.9% |