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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 | $221,128 | $77,920+183.8% | $149,723+47.7% | $75,177+194.1% |
| Participation rate | 78.8% | 65.6%+13.2pp | 78.8%0pp | 67.2%+11.6pp |
| Annual return | 14.60% | 31.72%-17.1pp | 134.50%-119.9pp | 160.75%-146.1pp |
| Employer contribution / active EE | $3,256 | $3,138+3.8% | $4,821-32.5% | $2,671+21.9% |
| Participant deferral / active EE | $5,820 | $3,411+70.6% | $5,682+2.4% | $4,126+41.0% |
| Admin fee / account holder | $22,673 | $5,951+281.0% | $13,215+71.6% | $5,651+301.2% |