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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 | $178,242 | $106,267+67.7% | $96,520+84.7% | $139,456+27.8% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 12.58% | 38.45%-25.9pp | 35.72%-23.1pp | 373.45%-360.9pp |
| Employer contribution / active EE | $1,904 | $4,105-53.6% | $3,739-49.1% | $4,753-59.9% |
| Participant deferral / active EE | $3,233 | $5,454-40.7% | $4,879-33.7% | $6,711-51.8% |
| Admin fee / account holder | $47,201 | $7,882+498.8% | $6,733+601.0% | $11,407+313.8% |