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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 | $188,341 | $117,895+59.8% | $102,460+83.8% | $145,897+29.1% |
| Participation rate | 77.8% | 78.6%-0.9pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 14.73% | 31.92%-17.2pp | 29.47%-14.7pp | 552.29%-537.6pp |
| Employer contribution / active EE | $19,763 | $3,619+446.1% | $3,025+553.3% | $4,663+323.9% |
| Participant deferral / active EE | $3,728 | $5,736-35.0% | $5,056-26.3% | $6,689-44.3% |
| Admin fee / account holder | $4,227 | $13,353-68.3% | $9,460-55.3% | $13,390-68.4% |