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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 | $187,117 | $51,638+262.4% | $68,368+173.7% | $82,448+127.0% |
| Participation rate | 83.1% | 63.6%+19.5pp | 73.8%+9.4pp | 68.1%+15.0pp |
| Annual return | 15.72% | 37.53%-21.8pp | 292.57%-276.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,977 | $2,047-3.4% | $2,649-25.4% | $2,551-22.5% |
| Participant deferral / active EE | $4,678 | $2,914+60.6% | $4,123+13.5% | $4,139+13.0% |
| Admin fee / account holder | $19,404 | $4,643+317.9% | $5,150+276.8% | $7,234+168.2% |