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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 | $193,402 | $97,648+98.1% | $121,663+59.0% | $87,485+121.1% |
| Participation rate | 75.6% | 70.5%+5.1pp | 74.5%+1.1pp | 68.9%+6.7pp |
| Annual return | 14.23% | 18.03%-3.8pp | 147.54%-133.3pp | 26.06%-11.8pp |
| Employer contribution / active EE | $745 | $2,300-67.6% | $3,020-75.3% | $2,596-71.3% |
| Participant deferral / active EE | $7,471 | $3,923+90.4% | $4,887+52.9% | $4,274+74.8% |
| Admin fee / account holder | $33,028 | $11,100+197.6% | $14,289+131.1% | $7,775+324.8% |