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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 | $63,354+182.2% | $94,105+90.0% | $82,637+116.4% |
| Participation rate | 76.8% | 63.8%+13.0pp | 71.9%+4.9pp | 68.1%+8.8pp |
| Annual return | 17.74% | 34.36%-16.6pp | 204.55%-186.8pp | 53.51%-35.8pp |
| Employer contribution / active EE | $5,621 | $1,760+219.5% | $2,504+124.5% | $2,552+120.3% |
| Participant deferral / active EE | $6,267 | $2,873+118.1% | $3,881+61.5% | $4,126+51.9% |
| Admin fee / account holder | $2,550 | $5,073-49.7% | $6,199-58.9% | $7,339-65.3% |