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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 | $193,147 | $91,179+111.8% | $178,499+8.2% | $79,852+141.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.79% | 24.19%-13.4pp | 151.10%-140.3pp | 31.72%-20.9pp |
| Employer contribution / active EE | $2,216 | $3,256-31.9% | $5,011-55.8% | $2,471-10.3% |
| Participant deferral / active EE | $4,255 | $3,236+31.5% | $5,202-18.2% | $3,740+13.8% |
| Admin fee / account holder | $4,969 | $6,749-26.4% | $13,986-64.5% | $5,306-6.4% |