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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 | $173,183 | $51,638+235.4% | $68,368+153.3% | $82,448+110.1% |
| Participation rate | 93.2% | 63.6%+29.6pp | 73.8%+19.4pp | 68.1%+25.1pp |
| Annual return | 15.97% | 37.53%-21.6pp | 292.57%-276.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,639 | $2,047+28.9% | $2,649-0.4% | $2,551+3.4% |
| Participant deferral / active EE | $4,694 | $2,914+61.1% | $4,123+13.9% | $4,139+13.4% |
| Admin fee / account holder | $29,111 | $4,643+526.9% | $5,150+465.3% | $7,234+302.4% |