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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 | $227,387 | $103,038+120.7% | $90,324+151.7% | $152,909+48.7% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.9pp | 82.5%-11.0pp |
| Annual return | 16.90% | 95.25%-78.4pp | 78.15%-61.3pp | 345.46%-328.6pp |
| Employer contribution / active EE | $1,665 | $3,141-47.0% | $2,856-41.7% | $4,764-65.1% |
| Participant deferral / active EE | $4,073 | $4,282-4.9% | $3,885+4.8% | $5,851-30.4% |
| Admin fee / account holder | $1,569 | $6,177-74.6% | $5,356-70.7% | $11,601-86.5% |