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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 | $151,926 | $58,895+158.0% | $178,503-14.9% | $73,497+106.7% |
| Participation rate | 95.3% | 66.2%+29.1pp | 81.9%+13.4pp | 70.7%+24.6pp |
| Annual return | 11.90% | 24.86%-13.0pp | 151.12%-139.2pp | 28.51%-16.6pp |
| Employer contribution / active EE | $1,689 | $2,236-24.4% | $5,011-66.3% | $2,270-25.6% |
| Participant deferral / active EE | $4,706 | $2,567+83.3% | $5,202-9.5% | $3,740+25.8% |
| Admin fee / account holder | $15,488 | $400+3768.2% | $13,987+10.7% | $513+2918.6% |