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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 | $156,495 | $91,179+71.6% | $178,499-12.3% | $79,852+96.0% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.3pp |
| Annual return | 13.02% | 24.19%-11.2pp | 151.10%-138.1pp | 31.72%-18.7pp |
| Employer contribution / active EE | $2,249 | $3,256-30.9% | $5,011-55.1% | $2,471-9.0% |
| Participant deferral / active EE | $11,785 | $3,236+264.2% | $5,202+126.5% | $3,740+215.1% |
| Admin fee / account holder | $6,508 | $6,749-3.6% | $13,986-53.5% | $5,306+22.6% |