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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 | $231,282 | $110,303+109.7% | $95,759+141.5% | $139,487+65.8% |
| Participation rate | 84.6% | 75.7%+8.9pp | 72.3%+12.4pp | 80.3%+4.3pp |
| Annual return | 9.60% | 27.19%-17.6pp | 28.42%-18.8pp | 373.84%-364.2pp |
| Employer contribution / active EE | $5,405 | $3,261+65.8% | $2,836+90.6% | $4,755+13.7% |
| Participant deferral / active EE | $4,894 | $4,674+4.7% | $4,244+15.3% | $6,713-27.1% |
| Admin fee / account holder | $47,035 | $6,615+611.0% | $5,678+728.3% | $11,407+312.3% |