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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 | $196,133 | $88,707+121.1% | $74,184+164.4% | $273,972-28.4% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 15.54% | 11.94%+3.6pp | 17.74%-2.2pp | 41.46%-25.9pp |
| Employer contribution / active EE | $4,615 | $3,159+46.1% | $2,370+94.7% | $4,869-5.2% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $34,444 | $8,717+295.1% | $5,586+516.6% | $10,133+239.9% |