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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 | $61,125+206.1% | $94,057+98.9% | $87,485+113.9% |
| Participation rate | 83.1% | 64.1%+19.1pp | 73.3%+9.8pp | 68.9%+14.2pp |
| Annual return | 15.72% | 35.20%-19.5pp | 480.62%-464.9pp | 26.06%-10.3pp |
| Employer contribution / active EE | $1,977 | $2,136-7.5% | $2,933-32.6% | $2,596-23.9% |
| Participant deferral / active EE | $4,678 | $3,260+43.5% | $4,709-0.7% | $4,274+9.5% |
| Admin fee / account holder | $19,404 | $5,629+244.7% | $7,244+167.8% | $7,775+149.6% |