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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 | $154,531 | $48,364+219.5% | $71,796+115.2% | $62,881+145.8% |
| Participation rate | 86.5% | 60.6%+25.9pp | 69.1%+17.4pp | 69.3%+17.2pp |
| Annual return | 5.60% | 13.16%-7.6pp | 78.04%-72.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $5,383 | $1,042+416.7% | $1,924+179.7% | $2,281+136.0% |
| Participant deferral / active EE | $4,105 | $2,091+96.3% | $2,794+46.9% | $3,203+28.2% |
| Admin fee / account holder | $13,102 | $3,771+247.4% | $4,815+172.1% | $4,296+205.0% |