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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 | $187,769 | $117,895+59.3% | $102,460+83.3% | $145,897+28.7% |
| Participation rate | 77.8% | 78.6%-0.9pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 12.05% | 31.92%-19.9pp | 29.47%-17.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,431 | $3,619-60.4% | $3,025-52.7% | $4,663-69.3% |
| Participant deferral / active EE | $3,823 | $5,736-33.4% | $5,056-24.4% | $6,689-42.8% |
| Admin fee / account holder | $1,386 | $13,353-89.6% | $9,460-85.4% | $13,390-89.7% |