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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 | $71,230+163.7% | $93,727+100.4% | $80,959+132.0% |
| Participation rate | 82.9% | 60.4%+22.5pp | 68.7%+14.2pp | 67.7%+15.3pp |
| Annual return | 11.71% | 11.26%+0.5pp | 133.83%-122.1pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,853 | $1,565+18.4% | $2,421-23.5% | $2,757-32.8% |
| Participant deferral / active EE | $7,492 | $4,037+85.6% | $4,417+69.6% | $4,300+74.2% |
| Admin fee / account holder | $16,091 | $6,961+131.2% | $8,292+94.1% | $6,925+132.4% |