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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 | $172,891 | $78,428+120.4% | $95,960+80.2% | $79,852+116.5% |
| Participation rate | 93.3% | 73.5%+19.8pp | 77.1%+16.3pp | 69.6%+23.7pp |
| Annual return | 10.57% | 19.37%-8.8pp | 91.63%-81.1pp | 31.72%-21.2pp |
| Employer contribution / active EE | $1,878 | $1,945-3.5% | $2,541-26.1% | $2,471-24.0% |
| Participant deferral / active EE | $5,395 | $3,440+56.8% | $4,167+29.5% | $3,740+44.2% |
| Admin fee / account holder | $26,805 | $5,622+376.8% | $6,797+294.4% | $5,306+405.2% |