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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 | $208,847 | $96,678+116.0% | $86,640+141.0% | $139,466+49.7% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 11.32% | 106.69%-95.4pp | 592.52%-581.2pp | 373.66%-362.3pp |
| Employer contribution / active EE | $1,846 | $3,265-43.5% | $3,024-39.0% | $4,754-61.2% |
| Participant deferral / active EE | $4,279 | $4,837-11.5% | $4,438-3.6% | $6,712-36.2% |
| Admin fee / account holder | $1,880 | $6,410-70.7% | $5,616-66.5% | $11,409-83.5% |