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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 | $171,070 | $107,030+59.8% | $73,550+132.6% | $147,586+15.9% |
| Participation rate | 75.0% | 66.4%+8.6pp | 54.9%+20.1pp | 82.8%-7.8pp |
| Annual return | 13.15% | 38.25%-25.1pp | -15.16%+28.3pp | 578.59%-565.4pp |
| Employer contribution / active EE | $1,994 | $1,760+13.3% | $1,219+63.6% | $4,876-59.1% |
| Participant deferral / active EE | $8,758 | $2,458+256.3% | $1,804+385.4% | $5,439+61.0% |
| Admin fee / account holder | $11,372 | $3,055+272.2% | $2,320+390.3% | $10,886+4.5% |