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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 | $178,807 | $63,703+180.7% | $93,063+92.1% | $82,448+116.9% |
| Participation rate | 76.8% | 63.8%+13.0pp | 72.1%+4.7pp | 68.1%+8.7pp |
| Annual return | 17.74% | -775.43%+793.2pp | 34.15%-16.4pp | 41.64%-23.9pp |
| Employer contribution / active EE | $5,621 | $1,729+225.2% | $2,476+127.0% | $2,551+120.4% |
| Participant deferral / active EE | $6,267 | $2,919+114.7% | $3,958+58.3% | $4,139+51.4% |
| Admin fee / account holder | $2,550 | $5,982-57.4% | $6,033-57.7% | $7,234-64.8% |