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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 | $178,734 | $124,351+43.7% | $109,188+63.7% | $167,553+6.7% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.5pp | 82.1%-10.7pp |
| Annual return | 12.86% | 26.04%-13.2pp | 25.76%-12.9pp | 478.89%-466.0pp |
| Employer contribution / active EE | $8,848 | $4,210+110.2% | $3,723+137.6% | $4,840+82.8% |
| Participant deferral / active EE | $5,655 | $5,257+7.6% | $4,654+21.5% | $6,343-10.8% |
| Admin fee / account holder | $1,067 | $7,975-86.6% | $6,755-84.2% | $12,316-91.3% |