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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 | $149,690 | $98,776+51.5% | $149,7450% | $79,856+87.4% |
| Participation rate | 82.5% | 75.8%+6.7pp | 82.5%0pp | 69.6%+12.8pp |
| Annual return | 15.00% | 27.38%-12.4pp | 276.72%-261.7pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,121 | $3,217-3.0% | $4,646-32.8% | $2,471+26.3% |
| Participant deferral / active EE | $7,490 | $5,681+31.8% | $6,843+9.5% | $3,741+100.2% |
| Admin fee / account holder | $35,776 | $6,053+491.1% | $9,312+284.2% | $5,306+574.2% |