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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 | $221,518 | $152,612+45.2% | $125,192+76.9% | $152,897+44.9% |
| Participation rate | 72.2% | 83.3%-11.1pp | 79.8%-7.6pp | 82.5%-10.2pp |
| Annual return | 21.53% | 54.85%-33.3pp | 43.79%-22.3pp | 345.43%-323.9pp |
| Employer contribution / active EE | $1,925 | $4,947-61.1% | $3,866-50.2% | $4,764-59.6% |
| Participant deferral / active EE | $4,182 | $5,868-28.7% | $4,937-15.3% | $5,851-28.5% |
| Admin fee / account holder | $8,875 | $13,437-33.9% | $9,704-8.5% | $11,599-23.5% |