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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 | $110,867 | $73,978+49.9% | $96,515+14.9% | $75,173+47.5% |
| Participation rate | 82.1% | 66.4%+15.7pp | 74.3%+7.8pp | 67.2%+14.9pp |
| Annual return | 17.70% | 26.72%-9.0pp | 35.73%-18.0pp | 160.72%-143.0pp |
| Employer contribution / active EE | $15,727 | $2,931+436.6% | $3,740+320.6% | $2,671+488.8% |
| Participant deferral / active EE | $1,801 | $3,660-50.8% | $4,880-63.1% | $4,126-56.4% |
| Admin fee / account holder | $15,731 | $5,219+201.4% | $6,735+133.6% | $5,651+178.4% |