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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 | $146,153 | $51,638+183.0% | $68,368+113.8% | $82,448+77.3% |
| Participation rate | 80.0% | 63.6%+16.4pp | 73.8%+6.2pp | 68.1%+11.9pp |
| Annual return | 15.09% | 37.53%-22.4pp | 292.57%-277.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $5,115 | $2,047+150.0% | $2,649+93.1% | $2,551+100.5% |
| Participant deferral / active EE | $5,547 | $2,914+90.4% | $4,123+34.5% | $4,139+34.0% |
| Admin fee / account holder | $6,524 | $4,643+40.5% | $5,150+26.7% | $7,234-9.8% |