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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 | $170,281 | $78,423+117.1% | $95,964+77.4% | $79,856+113.2% |
| Participation rate | 96.7% | 73.5%+23.2pp | 77.1%+19.6pp | 69.6%+27.0pp |
| Annual return | 12.15% | 19.37%-7.2pp | 91.64%-79.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,053 | $1,945-45.9% | $2,541-58.6% | $2,471-57.4% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $10,049 | $5,622+78.8% | $6,797+47.8% | $5,306+89.4% |