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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 | $161,116 | $70,430+128.8% | $96,572+66.8% | $85,851+87.7% |
| Participation rate | 78.3% | 61.8%+16.4pp | 69.8%+8.4pp | 69.3%+8.9pp |
| Annual return | 12.03% | 18.58%-6.6pp | 37.79%-25.8pp | 318.63%-306.6pp |
| Employer contribution / active EE | $3,086 | $1,413+118.4% | $2,357+30.9% | $2,565+20.3% |
| Participant deferral / active EE | $6,615 | $2,894+128.5% | $3,850+71.8% | $3,952+67.4% |
| Admin fee / account holder | $3,220 | $4,996-35.6% | $6,183-47.9% | $6,261-48.6% |