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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 | $189,491 | $152,612+24.2% | $125,192+51.4% | $152,897+23.9% |
| Participation rate | 78.6% | 83.3%-4.8pp | 79.8%-1.2pp | 82.5%-3.9pp |
| Annual return | 16.14% | 54.85%-38.7pp | 43.79%-27.7pp | 345.43%-329.3pp |
| Employer contribution / active EE | $3,009 | $4,947-39.2% | $3,866-22.2% | $4,764-36.8% |
| Participant deferral / active EE | $5,643 | $5,868-3.8% | $4,937+14.3% | $5,851-3.6% |
| Admin fee / account holder | $123,749 | $13,437+821.0% | $9,704+1175.3% | $11,599+966.9% |