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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 | $187,841 | $71,057+164.4% | $93,654+100.6% | $80,874+132.3% |
| Participation rate | 82.9% | 60.4%+22.5pp | 68.7%+14.2pp | 67.6%+15.3pp |
| Annual return | 11.71% | 11.26%+0.5pp | 133.34%-121.6pp | 35.62%-23.9pp |
| Employer contribution / active EE | $1,853 | $1,564+18.5% | $2,421-23.5% | $2,756-32.8% |
| Participant deferral / active EE | $7,492 | $4,034+85.7% | $4,413+69.8% | $4,297+74.4% |
| Admin fee / account holder | $16,091 | $6,944+131.7% | $8,282+94.3% | $6,935+132.0% |