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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 | $158,605 | $54,757+189.7% | $90,304+75.6% | $72,975+117.3% |
| Participation rate | 80.6% | 65.2%+15.4pp | 73.3%+7.3pp | 69.5%+11.1pp |
| Annual return | 21.83% | 30.63%-8.8pp | 78.13%-56.3pp | 81.01%-59.2pp |
| Employer contribution / active EE | $3,602 | $2,093+72.1% | $2,855+26.2% | $2,440+47.6% |
| Participant deferral / active EE | $6,078 | $2,887+110.5% | $3,885+56.5% | $3,608+68.5% |
| Admin fee / account holder | $34,077 | $3,973+757.7% | $5,354+536.5% | $5,124+565.0% |