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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 | $133,930 | $23,330+474.1% | $64,489+107.7% | $82,448+62.4% |
| Participation rate | 79.4% | 68.3%+11.1pp | 67.7%+11.7pp | 68.1%+11.3pp |
| Annual return | 16.00% | 83.66%-67.7pp | 55.03%-39.0pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,830 | $824+122.0% | $1,523+20.2% | $2,551-28.2% |
| Participant deferral / active EE | $4,776 | $1,707+179.8% | $2,778+71.9% | $4,139+15.4% |
| Admin fee / account holder | $7,183 | $2,946+143.8% | $4,260+68.6% | $7,234-0.7% |