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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 | $62,549+163.7% | $85,705+92.4% | $85,851+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 | 318.63%-300.5pp |
| Employer contribution / active EE | $2,733 | $1,755+55.7% | $2,619+4.4% | $2,565+6.5% |
| Participant deferral / active EE | $6,200 | $2,802+121.3% | $3,924+58.0% | $3,952+56.9% |
| Admin fee / account holder | $3,497 | $4,644-24.7% | $6,877-49.2% | $6,261-44.2% |