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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 | $184,322 | $91,198+102.1% | $178,503+3.3% | $79,856+130.8% |
| Participation rate | 97.3% | 69.2%+28.1pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 13.39% | 24.20%-10.8pp | 151.12%-137.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $5,005 | $3,257+53.7% | $5,011-0.1% | $2,471+102.5% |
| Participant deferral / active EE | $5,214 | $3,237+61.1% | $5,202+0.2% | $3,741+39.4% |
| Admin fee / account holder | $1,726 | $6,748-74.4% | $13,987-87.7% | $5,306-67.5% |