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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 | $178,297 | $58,627+204.1% | $76,735+132.4% | $82,448+116.3% |
| Participation rate | 84.4% | 63.2%+21.2pp | 69.5%+14.9pp | 68.1%+16.3pp |
| Annual return | 18.03% | 39.10%-21.1pp | 29.77%-11.7pp | 41.64%-23.6pp |
| Employer contribution / active EE | $5,352 | $1,729+209.5% | $2,454+118.1% | $2,551+109.8% |
| Participant deferral / active EE | $11,736 | $3,134+274.5% | $4,088+187.1% | $4,139+183.5% |
| Admin fee / account holder | $1,089 | $5,323-79.5% | $7,189-84.9% | $7,234-84.9% |