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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 | $182,201 | $98,240+85.5% | $82,312+121.4% | $147,586+23.5% |
| Participation rate | 95.0% | 79.7%+15.3pp | 76.9%+18.1pp | 82.8%+12.2pp |
| Annual return | 15.80% | 30.85%-15.1pp | 25.88%-10.1pp | 578.59%-562.8pp |
| Employer contribution / active EE | $1,748 | $3,192-45.2% | $2,428-28.0% | $4,876-64.2% |
| Participant deferral / active EE | $5,105 | $4,383+16.5% | $3,706+37.7% | $5,439-6.1% |
| Admin fee / account holder | $13,483 | $8,563+57.5% | $5,608+140.4% | $10,886+23.9% |