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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 | $196,514 | $125,778+56.2% | $114,563+71.5% | $154,746+27.0% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.9%-0.2pp | 80.7%-8.0pp |
| Annual return | 12.28% | 295.14%-282.9pp | 241.09%-228.8pp | 172.34%-160.1pp |
| Employer contribution / active EE | $1,400 | $2,806-50.1% | $2,592-46.0% | $4,379-68.0% |
| Participant deferral / active EE | $2,908 | $4,445-34.6% | $4,142-29.8% | $6,730-56.8% |
| Admin fee / account holder | $58,990 | $8,190+620.2% | $7,623+673.8% | $14,365+310.6% |