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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 | $185,319 | $100,262+84.8% | $81,370+127.7% | $145,897+27.0% |
| Participation rate | 71.4% | 74.3%-2.9pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 8.81% | 34.52%-25.7pp | 24.85%-16.0pp | 552.29%-543.5pp |
| Employer contribution / active EE | $6,782 | $2,979+127.7% | $2,464+175.3% | $4,663+45.5% |
| Participant deferral / active EE | $13,271 | $4,612+187.7% | $3,885+241.6% | $6,689+98.4% |
| Admin fee / account holder | $68,815 | $8,163+743.0% | $5,749+1096.9% | $13,390+413.9% |