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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 | $173,165 | $57,140+203.1% | $85,240+103.1% | $80,959+113.9% |
| Participation rate | 80.7% | 56.4%+24.3pp | 67.5%+13.2pp | 67.7%+13.0pp |
| Annual return | 11.73% | 21.71%-10.0pp | 66.75%-55.0pp | 35.67%-23.9pp |
| Employer contribution / active EE | $2,672 | $1,802+48.3% | $2,735-2.3% | $2,757-3.1% |
| Participant deferral / active EE | $7,028 | $3,115+125.6% | $4,527+55.2% | $4,300+63.4% |
| Admin fee / account holder | $29,591 | $4,992+492.8% | $6,165+380.0% | $6,925+327.3% |