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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 | $63,354+193.8% | $94,105+97.8% | $82,637+125.3% |
| Participation rate | 74.3% | 63.8%+10.5pp | 71.9%+2.3pp | 68.1%+6.2pp |
| Annual return | 15.05% | 34.36%-19.3pp | 204.55%-189.5pp | 53.51%-38.5pp |
| Employer contribution / active EE | $558 | $1,760-68.3% | $2,504-77.7% | $2,552-78.1% |
| Participant deferral / active EE | $5,278 | $2,873+83.7% | $3,881+36.0% | $4,126+27.9% |
| Admin fee / account holder | $18,565 | $5,073+266.0% | $6,199+199.5% | $7,339+153.0% |