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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 | $174,466 | $49,891+249.7% | $80,607+116.4% | $75,181+132.1% |
| Participation rate | 75.9% | 55.3%+20.5pp | 67.0%+8.9pp | 67.2%+8.7pp |
| Annual return | 18.48% | 34.67%-16.2pp | 936.11%-917.6pp | 160.69%-142.2pp |
| Employer contribution / active EE | $2,279 | $1,698+34.2% | $2,724-16.4% | $2,671-14.7% |
| Participant deferral / active EE | $4,024 | $2,991+34.5% | $4,448-9.5% | $4,126-2.5% |
| Admin fee / account holder | $1,237 | $3,578-65.4% | $5,379-77.0% | $5,650-78.1% |