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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 | $210,973 | $56,134+275.8% | $96,171+119.4% | $85,847+145.8% |
| Participation rate | 74.1% | 56.7%+17.4pp | 68.4%+5.6pp | 69.3%+4.8pp |
| Annual return | 16.93% | 42.30%-25.4pp | 192.04%-175.1pp | 318.61%-301.7pp |
| Employer contribution / active EE | $1,098 | $1,620-32.2% | $2,799-60.8% | $2,565-57.2% |
| Participant deferral / active EE | $7,053 | $2,858+146.8% | $4,350+62.1% | $3,952+78.5% |
| Admin fee / account holder | $9,129 | $3,769+142.2% | $5,538+64.8% | $6,261+45.8% |