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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 | $210,270 | $78,423+168.1% | $95,964+119.1% | $79,856+163.3% |
| Participation rate | 77.8% | 73.5%+4.3pp | 77.1%+0.7pp | 69.6%+8.1pp |
| Annual return | 12.69% | 19.37%-6.7pp | 91.64%-79.0pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,642 | $1,945-15.6% | $2,541-35.4% | $2,471-33.6% |
| Participant deferral / active EE | $5,641 | $3,440+64.0% | $4,167+35.4% | $3,741+50.8% |
| Admin fee / account holder | $35,520 | $5,622+531.8% | $6,797+422.6% | $5,306+569.4% |