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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 | $160,184 | $81,208+97.3% | $98,920+61.9% | $79,856+100.6% |
| Participation rate | 79.6% | 72.5%+7.1pp | 76.0%+3.6pp | 69.6%+10.0pp |
| Annual return | 15.91% | 60.99%-45.1pp | 196.47%-180.6pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,382 | $1,960-29.5% | $2,689-48.6% | $2,471-44.1% |
| Participant deferral / active EE | $4,644 | $3,265+42.2% | $4,245+9.4% | $3,741+24.2% |
| Admin fee / account holder | $18,877 | $6,013+213.9% | $6,643+184.2% | $5,306+255.7% |