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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 | $100,147+85.0% | $81,286+128.0% | $145,877+27.0% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 8.81% | 34.44%-25.6pp | 24.80%-16.0pp | 551.28%-542.5pp |
| Employer contribution / active EE | $6,782 | $2,977+127.8% | $2,463+175.4% | $4,663+45.5% |
| Participant deferral / active EE | $13,271 | $4,607+188.0% | $3,883+241.8% | $6,691+98.4% |
| Admin fee / account holder | $68,815 | $8,201+739.1% | $5,764+1093.9% | $13,402+413.5% |