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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 | $150,603 | $100,279+50.2% | $81,353+85.1% | $145,884+3.2% |
| Participation rate | 85.7% | 74.3%+11.4pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 24.28% | 34.49%-10.2pp | 24.82%-0.5pp | 551.85%-527.6pp |
| Employer contribution / active EE | $1,607 | $2,979-46.1% | $2,464-34.8% | $4,662-65.5% |
| Participant deferral / active EE | $3,205 | $4,611-30.5% | $3,885-17.5% | $6,690-52.1% |
| Admin fee / account holder | $65,458 | $8,206+697.6% | $5,766+1035.2% | $13,392+388.8% |