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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 | $174,910 | $94,031+86.0% | $115,768+51.1% | $82,448+112.1% |
| Participation rate | 76.9% | 70.4%+6.5pp | 74.4%+2.5pp | 68.1%+8.9pp |
| Annual return | 16.74% | 20.61%-3.9pp | 100.46%-83.7pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,421 | $2,323+4.2% | $2,940-17.6% | $2,551-5.1% |
| Participant deferral / active EE | $8,238 | $3,972+107.4% | $4,917+67.6% | $4,139+99.0% |
| Admin fee / account holder | $55,535 | $10,249+441.8% | $12,439+346.4% | $7,234+667.7% |