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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 | $179,923 | $98,766+82.2% | $149,730+20.2% | $79,852+125.3% |
| Participation rate | 94.4% | 75.8%+18.7pp | 82.5%+12.0pp | 69.6%+24.8pp |
| Annual return | 19.28% | 27.43%-8.2pp | 276.70%-257.4pp | 31.72%-12.4pp |
| Employer contribution / active EE | $2,501 | $3,217-22.3% | $4,645-46.2% | $2,471+1.2% |
| Participant deferral / active EE | $7,309 | $5,681+28.7% | $6,843+6.8% | $3,740+95.4% |
| Admin fee / account holder | $22,656 | $6,052+274.3% | $9,310+143.3% | $5,306+327.0% |