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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 | $165,358 | $99,079+66.9% | $78,002+112.0% | $273,972-39.6% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.5%+12.0pp | 83.0%+4.5pp |
| Annual return | 7.56% | 217.93%-210.4pp | 425.99%-418.4pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,378 | $3,308-58.3% | $2,470-44.2% | $4,869-71.7% |
| Participant deferral / active EE | $2,015 | $4,306-53.2% | $3,497-42.4% | $5,287-61.9% |
| Admin fee / account holder | $17,234 | $8,954+92.5% | $5,481+214.4% | $10,133+70.1% |