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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 | $172,725 | $67,411+156.2% | $91,004+89.8% | $70,126+146.3% |
| Participation rate | 81.0% | 71.4%+9.6pp | 75.6%+5.3pp | 69.5%+11.4pp |
| Annual return | 16.69% | -40.16%+56.9pp | 4.60%+12.1pp | 73.15%-56.5pp |
| Employer contribution / active EE | $1,896 | $1,786+6.2% | $2,456-22.8% | $2,343-19.1% |
| Participant deferral / active EE | $6,942 | $2,823+145.9% | $3,548+95.7% | $3,332+108.3% |
| Admin fee / account holder | $23,331 | $4,236+450.7% | $5,417+330.7% | $4,645+402.2% |