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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 | $171,511 | $99,994+71.5% | $146,643+17.0% | $85,847+99.8% |
| Participation rate | 88.9% | 73.1%+15.8pp | 80.1%+8.8pp | 69.3%+19.6pp |
| Annual return | 13.19% | 18.93%-5.7pp | 22.75%-9.6pp | 318.61%-305.4pp |
| Employer contribution / active EE | $1,604 | $2,559-37.3% | $4,137-61.2% | $2,565-37.5% |
| Participant deferral / active EE | $5,353 | $4,006+33.6% | $5,506-2.8% | $3,952+35.5% |
| Admin fee / account holder | $23,869 | $7,703+209.9% | $10,280+132.2% | $6,261+281.3% |