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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 | $58,311+112.2% | $81,882+51.1% | $80,959+52.8% |
| Participation rate | 84.6% | 63.5%+21.1pp | 72.4%+12.2pp | 67.7%+16.9pp |
| Annual return | 13.83% | 41.85%-28.0pp | 779.47%-765.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $5,481 | $2,347+133.6% | $2,916+88.0% | $2,757+98.8% |
| Participant deferral / active EE | $3,103 | $3,287-5.6% | $4,323-28.2% | $4,300-27.8% |
| Admin fee / account holder | $352 | $4,752-92.6% | $7,360-95.2% | $6,925-94.9% |