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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 | $179,119 | $45,050+297.6% | $63,018+184.2% | $70,126+155.4% |
| Participation rate | 91.9% | 69.5%+22.4pp | 74.8%+17.1pp | 69.5%+22.3pp |
| Annual return | 15.42% | 18.76%-3.3pp | 87.62%-72.2pp | 73.15%-57.7pp |
| Employer contribution / active EE | $3,471 | $2,052+69.1% | $2,761+25.7% | $2,343+48.2% |
| Participant deferral / active EE | $5,067 | $2,466+105.5% | $3,330+52.2% | $3,332+52.1% |
| Admin fee / account holder | $1,921 | $2,834-32.2% | $3,601-46.7% | $4,645-58.7% |