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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 | $117,829+59.8% | $102,423+83.9% | $145,877+29.1% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 14.73% | 31.83%-17.1pp | 29.42%-14.7pp | 551.28%-536.6pp |
| Employer contribution / active EE | $19,763 | $3,615+446.8% | $3,023+553.8% | $4,663+323.8% |
| Participant deferral / active EE | $3,728 | $5,732-35.0% | $5,054-26.2% | $6,691-44.3% |
| Admin fee / account holder | $4,227 | $13,335-68.3% | $9,455-55.3% | $13,402-68.5% |