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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 | $173,393 | $25,014+593.2% | $69,623+149.0% | $80,935+114.2% |
| Participation rate | 88.2% | 64.2%+24.0pp | 66.4%+21.8pp | 67.7%+20.6pp |
| Annual return | 12.28% | 19.08%-6.8pp | 101.23%-88.9pp | 35.66%-23.4pp |
| Employer contribution / active EE | $5,246 | $991+429.2% | $1,709+207.0% | $2,757+90.3% |
| Participant deferral / active EE | $1,402 | $1,840-23.8% | $2,890-51.5% | $4,299-67.4% |
| Admin fee / account holder | $47,225 | $2,491+1795.9% | $4,696+905.7% | $6,924+582.0% |