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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 | $180,172 | $69,248+160.2% | $64,101+181.1% | $139,466+29.2% |
| Participation rate | 90.0% | 75.6%+14.4pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 12.14% | 45.95%-33.8pp | 33.72%-21.6pp | 373.66%-361.5pp |
| Employer contribution / active EE | $2,121 | $3,185-33.4% | $2,749-22.8% | $4,754-55.4% |
| Participant deferral / active EE | $3,886 | $4,682-17.0% | $3,881+0.1% | $6,712-42.1% |
| Admin fee / account holder | $9,876 | $4,247+132.5% | $3,070+221.7% | $11,409-13.4% |