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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 | $170,236 | $48,277+252.6% | $67,511+152.2% | $80,874+110.5% |
| Participation rate | 73.3% | 66.4%+6.9pp | 72.9%+0.4pp | 67.6%+5.7pp |
| Annual return | 15.54% | 18.27%-2.7pp | 3517.41%-3501.9pp | 35.62%-20.1pp |
| Employer contribution / active EE | $3,071 | $2,021+52.0% | $2,733+12.4% | $2,756+11.5% |
| Participant deferral / active EE | $5,005 | $2,926+71.0% | $4,000+25.1% | $4,297+16.5% |
| Admin fee / account holder | $28,484 | $3,687+672.5% | $3,999+612.3% | $6,935+310.7% |