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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 | $185,666 | $85,171+118.0% | $172,752+7.5% | $72,975+154.4% |
| Participation rate | 78.6% | 70.1%+8.5pp | 82.6%-4.1pp | 69.5%+9.1pp |
| Annual return | 19.28% | 27.32%-8.0pp | 802.97%-783.7pp | 81.01%-61.7pp |
| Employer contribution / active EE | $2,684 | $3,324-19.3% | $5,144-47.8% | $2,440+10.0% |
| Participant deferral / active EE | $6,325 | $3,260+94.0% | $5,198+21.7% | $3,608+75.3% |
| Admin fee / account holder | $15,237 | $5,880+159.1% | $13,955+9.2% | $5,124+197.4% |