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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 | $187,447 | $93,589+100.3% | $135,942+37.9% | $75,181+149.3% |
| Participation rate | 91.7% | 75.2%+16.5pp | 81.9%+9.8pp | 67.2%+24.5pp |
| Annual return | 22.64% | 30.90%-8.3pp | 68.28%-45.6pp | 160.69%-138.0pp |
| Employer contribution / active EE | $1,061 | $3,537-70.0% | $4,858-78.2% | $2,671-60.3% |
| Participant deferral / active EE | $10,050 | $6,405+56.9% | $7,759+29.5% | $4,126+143.6% |
| Admin fee / account holder | $3,049 | $6,977-56.3% | $10,764-71.7% | $5,650-46.0% |