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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 | $147,109 | $102,385+43.7% | $147,0800% | $80,935+81.8% |
| Participation rate | 92.5% | 75.9%+16.6pp | 82.2%+10.3pp | 67.7%+24.8pp |
| Annual return | 12.40% | 135.09%-122.7pp | 420.17%-407.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $2,405 | $3,717-35.3% | $4,933-51.3% | $2,757-12.8% |
| Participant deferral / active EE | $6,991 | $6,651+5.1% | $8,066-13.3% | $4,299+62.6% |
| Admin fee / account holder | $27,686 | $7,951+248.2% | $12,989+113.2% | $6,924+299.8% |