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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 | $189,691 | $117,829+61.0% | $102,423+85.2% | $145,877+30.0% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 46.04% | 31.83%+14.2pp | 29.42%+16.6pp | 551.28%-505.2pp |
| Employer contribution / active EE | $1,626 | $3,615-55.0% | $3,023-46.2% | $4,663-65.1% |
| Participant deferral / active EE | $3,514 | $5,732-38.7% | $5,054-30.5% | $6,691-47.5% |
| Admin fee / account holder | $9,031 | $13,335-32.3% | $9,455-4.5% | $13,402-32.6% |