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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 | $188,309 | $91,167+106.6% | $178,498+5.5% | $79,858+135.8% |
| Participation rate | 97.4% | 69.2%+28.2pp | 81.9%+15.5pp | 69.6%+27.8pp |
| Annual return | 10.52% | 24.19%-13.7pp | 151.09%-140.6pp | 31.72%-21.2pp |
| Employer contribution / active EE | $3,569 | $3,255+9.6% | $5,011-28.8% | $2,471+44.4% |
| Participant deferral / active EE | $6,662 | $3,236+105.9% | $5,202+28.1% | $3,740+78.1% |
| Admin fee / account holder | $26,758 | $6,747+296.6% | $13,985+91.3% | $5,306+404.3% |