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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 | $100,004+85.3% | $81,438+127.6% | $145,959+27.0% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 8.81% | 34.34%-25.5pp | 24.74%-15.9pp | 561.95%-553.1pp |
| Employer contribution / active EE | $6,782 | $2,970+128.4% | $2,460+175.7% | $4,661+45.5% |
| Participant deferral / active EE | $13,271 | $4,603+188.3% | $3,883+241.8% | $6,689+98.4% |
| Admin fee / account holder | $68,815 | $8,202+739.0% | $5,764+1094.0% | $13,398+413.6% |