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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 | $164,031 | $70,366+133.1% | $66,674+146.0% | $138,895+18.1% |
| Participation rate | 71.4% | 76.2%-4.7pp | 73.7%-2.2pp | 79.9%-8.5pp |
| Annual return | 16.59% | 386.41%-369.8pp | 321.24%-304.7pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,854 | $2,765+3.2% | $2,620+8.9% | $4,194-32.0% |
| Participant deferral / active EE | $3,555 | $4,374-18.7% | $4,084-13.0% | $6,396-44.4% |
| Admin fee / account holder | $12,804 | $5,262+143.3% | $5,098+151.1% | $12,562+1.9% |