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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 | $169,984 | $91,179+86.4% | $178,499-4.8% | $79,852+112.9% |
| Participation rate | 93.2% | 69.2%+24.0pp | 81.9%+11.3pp | 69.6%+23.5pp |
| Annual return | 12.21% | 24.19%-12.0pp | 151.10%-138.9pp | 31.72%-19.5pp |
| Employer contribution / active EE | $4,081 | $3,256+25.3% | $5,011-18.6% | $2,471+65.1% |
| Participant deferral / active EE | $5,084 | $3,236+57.1% | $5,202-2.3% | $3,740+35.9% |
| Admin fee / account holder | $88,582 | $6,749+1212.6% | $13,986+533.4% | $5,306+1569.4% |