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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 | $188,239 | $102,696+83.3% | $86,235+118.3% | $139,487+35.0% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 17.02% | 1925.91%-1908.9pp | 1170.03%-1153.0pp | 373.84%-356.8pp |
| Employer contribution / active EE | $1,631 | $3,034-46.2% | $2,381-31.5% | $4,755-65.7% |
| Participant deferral / active EE | $5,517 | $4,679+17.9% | $3,987+38.4% | $6,713-17.8% |
| Admin fee / account holder | $4,924 | $8,667-43.2% | $6,856-28.2% | $11,407-56.8% |