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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 | $165,242 | $49,976+230.6% | $66,674+147.8% | $82,637+100.0% |
| Participation rate | 84.2% | 63.1%+21.1pp | 73.7%+10.5pp | 68.1%+16.2pp |
| Annual return | 14.48% | 39.09%-24.6pp | 321.24%-306.8pp | 53.51%-39.0pp |
| Employer contribution / active EE | $2,311 | $1,988+16.2% | $2,620-11.8% | $2,552-9.4% |
| Participant deferral / active EE | $6,170 | $2,847+116.8% | $4,084+51.1% | $4,126+49.5% |
| Admin fee / account holder | $24,278 | $4,594+428.5% | $5,098+376.2% | $7,339+230.8% |