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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 | $179,764 | $111,878+60.7% | $93,727+91.8% | $145,897+23.2% |
| Participation rate | 73.9% | 74.2%-0.3pp | 68.7%+5.2pp | 80.3%-6.4pp |
| Annual return | 11.00% | 204.28%-193.3pp | 133.83%-122.8pp | 552.29%-541.3pp |
| Employer contribution / active EE | $635 | $3,092-79.5% | $2,421-73.8% | $4,663-86.4% |
| Participant deferral / active EE | $2,343 | $4,920-52.4% | $4,417-46.9% | $6,689-65.0% |
| Admin fee / account holder | $1,398 | $10,256-86.4% | $8,292-83.1% | $13,390-89.6% |