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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 | $135,827 | $91,179+49.0% | $178,499-23.9% | $79,852+70.1% |
| Participation rate | 81.1% | 69.2%+11.9pp | 81.9%-0.8pp | 69.6%+11.4pp |
| Annual return | 10.30% | 24.19%-13.9pp | 151.10%-140.8pp | 31.72%-21.4pp |
| Employer contribution / active EE | $1,589 | $3,256-51.2% | $5,011-68.3% | $2,471-35.7% |
| Participant deferral / active EE | $3,759 | $3,236+16.2% | $5,202-27.7% | $3,740+0.5% |
| Admin fee / account holder | $27,776 | $6,749+311.6% | $13,986+98.6% | $5,306+423.5% |