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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 | $181,389 | $63,703+184.7% | $93,063+94.9% | $82,448+120.0% |
| Participation rate | 90.9% | 63.8%+27.1pp | 72.1%+18.8pp | 68.1%+22.8pp |
| Annual return | 14.41% | -775.43%+789.8pp | 34.15%-19.7pp | 41.64%-27.2pp |
| Employer contribution / active EE | $5,827 | $1,729+237.1% | $2,476+135.3% | $2,551+128.4% |
| Participant deferral / active EE | $6,544 | $2,919+124.2% | $3,958+65.3% | $4,139+58.1% |
| Admin fee / account holder | $16,345 | $5,982+173.2% | $6,033+170.9% | $7,234+125.9% |