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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 | $172,220 | $106,280+62.0% | $96,538+78.4% | $139,487+23.5% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 12.12% | 38.48%-26.4pp | 35.74%-23.6pp | 373.84%-361.7pp |
| Employer contribution / active EE | $4,545 | $4,107+10.7% | $3,740+21.5% | $4,755-4.4% |
| Participant deferral / active EE | $2,672 | $5,457-51.0% | $4,880-45.3% | $6,713-60.2% |
| Admin fee / account holder | $47,989 | $7,888+508.4% | $6,737+612.3% | $11,407+320.7% |