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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 | $217,263 | $91,198+138.2% | $178,503+21.7% | $79,856+172.1% |
| Participation rate | 97.0% | 69.2%+27.8pp | 81.9%+15.0pp | 69.6%+27.3pp |
| Annual return | 10.44% | 24.20%-13.8pp | 151.12%-140.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,691 | $3,257-48.1% | $5,011-66.3% | $2,471-31.6% |
| Participant deferral / active EE | $5,437 | $3,237+68.0% | $5,202+4.5% | $3,741+45.3% |
| Admin fee / account holder | $1,050 | $6,748-84.4% | $13,987-92.5% | $5,306-80.2% |