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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 | $183,169 | $85,171+115.1% | $172,753+6.0% | $72,976+151.0% |
| Participation rate | 75.6% | 70.1%+5.5pp | 82.6%-7.1pp | 69.5%+6.1pp |
| Annual return | 17.58% | 27.32%-9.7pp | 803.00%-785.4pp | 81.02%-63.4pp |
| Employer contribution / active EE | $1,604 | $3,324-51.7% | $5,144-68.8% | $2,440-34.3% |
| Participant deferral / active EE | $3,229 | $3,260-1.0% | $5,198-37.9% | $3,608-10.5% |
| Admin fee / account holder | $23,533 | $5,880+300.2% | $13,956+68.6% | $5,124+359.3% |