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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 | $206,246 | $81,208+154.0% | $98,920+108.5% | $79,852+158.3% |
| Participation rate | 84.8% | 72.5%+12.3pp | 76.0%+8.8pp | 69.6%+15.2pp |
| Annual return | 10.68% | 60.99%-50.3pp | 196.47%-185.8pp | 31.72%-21.0pp |
| Employer contribution / active EE | $1,030 | $1,960-47.4% | $2,689-61.7% | $2,471-58.3% |
| Participant deferral / active EE | $6,293 | $3,265+92.7% | $4,245+48.2% | $3,740+68.2% |
| Admin fee / account holder | $25,194 | $6,013+319.0% | $6,643+279.3% | $5,306+374.8% |