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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 | $248,617 | $91,198+172.6% | $178,503+39.3% | $79,856+211.3% |
| Participation rate | 91.3% | 69.2%+22.1pp | 81.9%+9.4pp | 69.6%+21.7pp |
| Annual return | 14.23% | 24.20%-10.0pp | 151.12%-136.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,154 | $3,257-64.6% | $5,011-77.0% | $2,471-53.3% |
| Participant deferral / active EE | $6,521 | $3,237+101.5% | $5,202+25.3% | $3,741+74.3% |
| Admin fee / account holder | $19,950 | $6,748+195.6% | $13,987+42.6% | $5,306+276.0% |