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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 | $146,845 | $91,179+61.1% | $178,499-17.7% | $79,852+83.9% |
| Participation rate | 70.0% | 69.2%+0.8pp | 81.9%-11.9pp | 69.6%+0.4pp |
| Annual return | 13.76% | 24.19%-10.4pp | 151.10%-137.3pp | 31.72%-18.0pp |
| Employer contribution / active EE | $5,265 | $3,256+61.7% | $5,011+5.1% | $2,471+113.1% |
| Participant deferral / active EE | $11,967 | $3,236+269.8% | $5,202+130.0% | $3,740+219.9% |
| Admin fee / account holder | $15,977 | $6,749+136.7% | $13,986+14.2% | $5,306+201.1% |