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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 | $185,422 | $103,393+79.3% | $87,103+112.9% | $152,909+21.3% |
| Participation rate | 87.0% | 79.4%+7.6pp | 76.9%+10.1pp | 82.5%+4.5pp |
| Annual return | 15.49% | 28.10%-12.6pp | 28.19%-12.7pp | 345.46%-330.0pp |
| Employer contribution / active EE | $5,306 | $3,221+64.7% | $2,521+110.4% | $4,764+11.4% |
| Participant deferral / active EE | $7,288 | $4,778+52.5% | $4,049+80.0% | $5,851+24.5% |
| Admin fee / account holder | $149,262 | $12,195+1124.0% | $7,491+1892.4% | $11,601+1186.7% |