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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 | $115,293 | $70,435+63.7% | $96,575+19.4% | $85,856+34.3% |
| Participation rate | 71.9% | 61.8%+10.1pp | 69.8%+2.1pp | 69.3%+2.6pp |
| Annual return | 14.91% | 18.59%-3.7pp | 37.79%-22.9pp | 318.58%-303.7pp |
| Employer contribution / active EE | $1,163 | $1,413-17.7% | $2,357-50.7% | $2,565-54.7% |
| Participant deferral / active EE | $5,703 | $2,894+97.1% | $3,849+48.2% | $3,952+44.3% |
| Admin fee / account holder | $21,897 | $4,997+338.2% | $6,182+254.2% | $6,261+249.8% |