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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 | $171,526 | $78,423+118.7% | $95,964+78.7% | $79,856+114.8% |
| Participation rate | 98.6% | 73.5%+25.1pp | 77.1%+21.5pp | 69.6%+28.9pp |
| Annual return | 13.71% | 19.37%-5.7pp | 91.64%-77.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $993 | $1,945-49.0% | $2,541-60.9% | $2,471-59.8% |
| Participant deferral / active EE | $3,641 | $3,440+5.9% | $4,167-12.6% | $3,741-2.7% |
| Admin fee / account holder | $38,629 | $5,622+587.1% | $6,797+468.3% | $5,306+628.0% |