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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 | $227,834 | $105,200+116.6% | $159,474+42.9% | $85,847+165.4% |
| Participation rate | 79.0% | 75.8%+3.2pp | 82.8%-3.8pp | 69.3%+9.7pp |
| Annual return | 16.64% | 45.08%-28.4pp | 263.68%-247.0pp | 318.61%-302.0pp |
| Employer contribution / active EE | $1,129 | $3,319-66.0% | $4,831-76.6% | $2,565-56.0% |
| Participant deferral / active EE | $4,115 | $5,946-30.8% | $7,353-44.0% | $3,952+4.1% |
| Admin fee / account holder | $26,860 | $6,934+287.3% | $10,802+148.6% | $6,261+329.0% |