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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 | $156,497 | $122,962+27.3% | $71,585+118.6% | $138,895+12.7% |
| Participation rate | 90.0% | 68.9%+21.1pp | 68.2%+21.8pp | 79.9%+10.1pp |
| Annual return | 11.34% | 37.84%-26.5pp | 59.26%-47.9pp | 145.39%-134.1pp |
| Employer contribution / active EE | $1,843 | $2,620-29.6% | $1,669+10.4% | $4,194-56.1% |
| Participant deferral / active EE | $3,200 | $4,311-25.8% | $2,923+9.5% | $6,396-50.0% |
| Admin fee / account holder | $44,018 | $6,488+578.4% | $4,712+834.2% | $12,562+250.4% |