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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 | $169,535 | $91,179+85.9% | $178,499-5.0% | $79,852+112.3% |
| Participation rate | 89.5% | 69.2%+20.3pp | 81.9%+7.5pp | 69.6%+19.8pp |
| Annual return | 17.43% | 24.19%-6.8pp | 151.10%-133.7pp | 31.72%-14.3pp |
| Employer contribution / active EE | $2,209 | $3,256-32.2% | $5,011-55.9% | $2,471-10.6% |
| Participant deferral / active EE | $6,653 | $3,236+105.6% | $5,202+27.9% | $3,740+77.9% |
| Admin fee / account holder | $19,627 | $6,749+190.8% | $13,986+40.3% | $5,306+269.9% |