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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 | $215,464 | $103,387+108.4% | $87,102+147.4% | $152,885+40.9% |
| Participation rate | 72.7% | 79.4%-6.6pp | 76.9%-4.1pp | 82.5%-9.7pp |
| Annual return | 26.82% | 28.10%-1.3pp | 28.19%-1.4pp | 345.39%-318.6pp |
| Employer contribution / active EE | $1,490 | $3,221-53.7% | $2,521-40.9% | $4,763-68.7% |
| Participant deferral / active EE | $2,617 | $4,778-45.2% | $4,048-35.4% | $5,851-55.3% |
| Admin fee / account holder | $151,810 | $12,193+1145.0% | $7,491+1926.6% | $11,598+1208.9% |