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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 | $164,933 | $62,587+163.5% | $85,688+92.5% | $85,854+92.1% |
| Participation rate | 77.4% | 61.1%+16.3pp | 69.9%+7.6pp | 69.3%+8.1pp |
| Annual return | 18.14% | 23.77%-5.6pp | 21.49%-3.4pp | 318.56%-300.4pp |
| Employer contribution / active EE | $2,733 | $1,755+55.7% | $2,618+4.4% | $2,565+6.5% |
| Participant deferral / active EE | $6,200 | $2,802+121.2% | $3,923+58.1% | $3,952+56.9% |
| Admin fee / account holder | $3,497 | $4,641-24.7% | $6,873-49.1% | $6,260-44.1% |