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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 | $190,617 | $94,766+101.1% | $112,923+68.8% | $139,487+36.7% |
| Participation rate | 73.9% | 81.3%-7.4pp | 80.5%-6.6pp | 80.3%-6.4pp |
| Annual return | 13.81% | 40.96%-27.2pp | 34.13%-20.3pp | 373.84%-360.0pp |
| Employer contribution / active EE | $1,708 | $4,636-63.2% | $4,570-62.6% | $4,755-64.1% |
| Participant deferral / active EE | $4,471 | $6,523-31.5% | $6,520-31.4% | $6,713-33.4% |
| Admin fee / account holder | $11,983 | $8,529+40.5% | $7,046+70.1% | $11,407+5.0% |