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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 | $182,152 | $95,664+90.4% | $76,902+136.9% | $139,487+30.6% |
| Participation rate | 71.4% | 74.0%-2.6pp | 69.6%+1.8pp | 80.3%-8.9pp |
| Annual return | 15.11% | 55.03%-39.9pp | 37.91%-22.8pp | 373.84%-358.7pp |
| Employer contribution / active EE | $1,915 | $3,147-39.1% | $2,534-24.4% | $4,755-59.7% |
| Participant deferral / active EE | $4,087 | $4,626-11.7% | $3,833+6.6% | $6,713-39.1% |
| Admin fee / account holder | $521 | $8,311-93.7% | $5,479-90.5% | $11,407-95.4% |