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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 | $57,061+203.5% | $85,063+103.6% | $80,911+114.0% |
| Participation rate | 80.7% | 56.3%+24.4pp | 67.5%+13.2pp | 67.6%+13.1pp |
| Annual return | 11.73% | 21.66%-9.9pp | 66.54%-54.8pp | 35.63%-23.9pp |
| Employer contribution / active EE | $2,672 | $1,799+48.5% | $2,727-2.0% | $2,756-3.0% |
| Participant deferral / active EE | $7,028 | $3,110+126.0% | $4,523+55.4% | $4,297+63.5% |
| Admin fee / account holder | $29,591 | $4,986+493.5% | $6,155+380.8% | $6,935+326.7% |