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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 | $145,341 | $71,215+104.1% | $93,696+55.1% | $80,935+79.6% |
| Participation rate | 76.3% | 60.4%+15.9pp | 68.7%+7.6pp | 67.7%+8.7pp |
| Annual return | 18.32% | 11.27%+7.1pp | 133.74%-115.4pp | 35.66%-17.3pp |
| Employer contribution / active EE | $2,170 | $1,565+38.7% | $2,422-10.4% | $2,757-21.3% |
| Participant deferral / active EE | $4,376 | $4,037+8.4% | $4,417-0.9% | $4,299+1.8% |
| Admin fee / account holder | $20,232 | $6,958+190.8% | $8,287+144.2% | $6,924+192.2% |