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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 | $61,125+183.3% | $94,057+84.1% | $87,485+98.0% |
| Participation rate | 93.2% | 64.1%+29.1pp | 73.3%+19.8pp | 68.9%+24.3pp |
| Annual return | 15.97% | 35.20%-19.2pp | 480.62%-464.7pp | 26.06%-10.1pp |
| Employer contribution / active EE | $2,639 | $2,136+23.5% | $2,933-10.0% | $2,596+1.6% |
| Participant deferral / active EE | $4,694 | $3,260+44.0% | $4,709-0.3% | $4,274+9.8% |
| Admin fee / account holder | $29,111 | $5,629+417.2% | $7,244+301.8% | $7,775+274.4% |