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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 | $186,148 | $73,107+154.6% | $114,563+62.5% | $87,485+112.8% |
| Participation rate | 74.3% | 65.8%+8.5pp | 72.9%+1.4pp | 68.9%+5.4pp |
| Annual return | 15.05% | 19.47%-4.4pp | 241.09%-226.0pp | 26.06%-11.0pp |
| Employer contribution / active EE | $558 | $1,881-70.3% | $2,592-78.5% | $2,596-78.5% |
| Participant deferral / active EE | $5,278 | $3,144+67.9% | $4,142+27.4% | $4,274+23.5% |
| Admin fee / account holder | $18,565 | $5,770+221.8% | $7,623+143.5% | $7,775+138.8% |