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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 | $170,173 | $51,638+229.6% | $68,368+148.9% | $82,448+106.4% |
| Participation rate | 92.3% | 63.6%+28.7pp | 73.8%+18.6pp | 68.1%+24.2pp |
| Annual return | 15.38% | 37.53%-22.2pp | 292.57%-277.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $3,798 | $2,047+85.6% | $2,649+43.4% | $2,551+48.9% |
| Participant deferral / active EE | $7,591 | $2,914+160.6% | $4,123+84.1% | $4,139+83.4% |
| Admin fee / account holder | $1,840 | $4,643-60.4% | $5,150-64.3% | $7,234-74.6% |