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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 | $137,730 | $49,177+180.1% | $79,467+73.3% | $64,173+114.6% |
| Participation rate | 84.5% | 65.0%+19.5pp | 73.3%+11.1pp | 69.6%+14.9pp |
| Annual return | 11.87% | -1.16%+13.0pp | 718.30%-706.4pp | 7.63%+4.2pp |
| Employer contribution / active EE | $1,749 | $2,076-15.8% | $2,800-37.5% | $2,381-26.5% |
| Participant deferral / active EE | $4,876 | $2,821+72.8% | $3,704+31.6% | $3,470+40.5% |
| Admin fee / account holder | $12,433 | $3,839+223.9% | $5,104+143.6% | $4,887+154.4% |