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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 | $194,119 | $85,766+126.3% | $136,297+42.4% | $70,124+176.8% |
| Participation rate | 75.7% | 74.2%+1.5pp | 81.9%-6.2pp | 69.5%+6.1pp |
| Annual return | 18.17% | 31.45%-13.3pp | 5156.19%-5138.0pp | 73.14%-55.0pp |
| Employer contribution / active EE | $3,030 | $2,966+2.2% | $4,696-35.5% | $2,342+29.4% |
| Participant deferral / active EE | $8,769 | $5,051+73.6% | $6,247+40.4% | $3,332+163.2% |
| Admin fee / account holder | $29,767 | $5,420+449.2% | $9,244+222.0% | $4,645+540.8% |