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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 | $196,586 | $102,393+92.0% | $147,041+33.7% | $80,911+143.0% |
| Participation rate | 73.8% | 75.9%-2.0pp | 82.2%-8.4pp | 67.6%+6.2pp |
| Annual return | 14.15% | 134.95%-120.8pp | 419.21%-405.1pp | 35.63%-21.5pp |
| Employer contribution / active EE | $876 | $3,715-76.4% | $4,935-82.2% | $2,756-68.2% |
| Participant deferral / active EE | $7,920 | $6,647+19.2% | $8,071-1.9% | $4,297+84.3% |
| Admin fee / account holder | $9,229 | $7,943+16.2% | $13,006-29.0% | $6,935+33.1% |