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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 | $173,000 | $65,027+166.0% | $90,970+90.2% | $79,852+116.7% |
| Participation rate | 77.1% | 61.6%+15.5pp | 69.0%+8.1pp | 69.6%+7.4pp |
| Annual return | 15.34% | 30.45%-15.1pp | 134.58%-119.2pp | 31.72%-16.4pp |
| Employer contribution / active EE | $1,895 | $1,247+51.9% | $2,122-10.7% | $2,471-23.3% |
| Participant deferral / active EE | $4,352 | $2,512+73.3% | $3,373+29.0% | $3,740+16.4% |
| Admin fee / account holder | $15,000 | $4,535+230.7% | $5,960+151.7% | $5,306+182.7% |