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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 | $190,958 | $70,418+171.2% | $96,570+97.7% | $85,847+122.4% |
| Participation rate | 88.9% | 61.8%+27.1pp | 69.8%+19.1pp | 69.3%+19.6pp |
| Annual return | 16.09% | 18.59%-2.5pp | 37.79%-21.7pp | 318.61%-302.5pp |
| Employer contribution / active EE | $7,372 | $1,413+421.6% | $2,357+212.7% | $2,565+187.4% |
| Participant deferral / active EE | $6,246 | $2,894+115.8% | $3,849+62.3% | $3,952+58.0% |
| Admin fee / account holder | $18,047 | $4,995+261.3% | $6,182+191.9% | $6,261+188.3% |