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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 | $181,888 | $102,429+77.6% | $147,096+23.7% | $80,925+124.8% |
| Participation rate | 75.9% | 75.9%+0.1pp | 82.2%-6.3pp | 67.7%+8.3pp |
| Annual return | 13.37% | 135.02%-121.6pp | 419.75%-406.4pp | 35.65%-22.3pp |
| Employer contribution / active EE | $1,721 | $3,716-53.7% | $4,936-65.1% | $2,756-37.6% |
| Participant deferral / active EE | $8,937 | $6,649+34.4% | $8,071+10.7% | $4,299+107.9% |
| Admin fee / account holder | $14,448 | $7,957+81.6% | $13,005+11.1% | $6,940+108.2% |