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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 | $177,305 | $96,731+83.3% | $123,973+43.0% | $86,983+103.8% |
| Participation rate | 96.0% | 70.0%+26.0pp | 76.7%+19.3pp | 69.5%+26.5pp |
| Annual return | 12.71% | 17.33%-4.6pp | 388.13%-375.4pp | 25.83%-13.1pp |
| Employer contribution / active EE | $2,454 | $3,297-25.6% | $4,126-40.5% | $2,584-5.0% |
| Participant deferral / active EE | $6,334 | $4,152+52.6% | $5,247+20.7% | $4,194+51.0% |
| Admin fee / account holder | $19,933 | $8,722+128.5% | $11,799+68.9% | $7,856+153.7% |