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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 | $176,041 | $53,128+231.4% | $86,582+103.3% | $70,126+151.0% |
| Participation rate | 77.4% | 65.3%+12.1pp | 73.5%+3.9pp | 69.5%+7.9pp |
| Annual return | 13.26% | 27.66%-14.4pp | 965.08%-951.8pp | 73.15%-59.9pp |
| Employer contribution / active EE | $1,063 | $2,068-48.6% | $2,839-62.6% | $2,343-54.6% |
| Participant deferral / active EE | $4,535 | $2,695+68.3% | $3,609+25.7% | $3,332+36.1% |
| Admin fee / account holder | $15,671 | $3,584+337.3% | $4,904+219.5% | $4,645+237.3% |