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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 | $187,145 | $69,274+170.2% | $64,097+192.0% | $139,487+34.2% |
| Participation rate | 82.4% | 75.6%+6.7pp | 72.3%+10.0pp | 80.3%+2.0pp |
| Annual return | 13.10% | 46.00%-32.9pp | 33.75%-20.6pp | 373.84%-360.7pp |
| Employer contribution / active EE | $3,718 | $3,187+16.7% | $2,750+35.2% | $4,755-21.8% |
| Participant deferral / active EE | $6,457 | $4,685+37.8% | $3,881+66.4% | $6,713-3.8% |
| Admin fee / account holder | $26,952 | $4,247+534.7% | $3,070+778.0% | $11,407+136.3% |