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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 | $173,165 | $96,643+79.2% | $86,617+99.9% | $139,456+24.2% |
| Participation rate | 72.7% | 74.4%-1.7pp | 71.7%+1.0pp | 80.3%-7.6pp |
| Annual return | 17.96% | 106.57%-88.6pp | 591.91%-574.0pp | 373.45%-355.5pp |
| Employer contribution / active EE | $2,288 | $3,264-29.9% | $3,023-24.3% | $4,753-51.9% |
| Participant deferral / active EE | $3,575 | $4,835-26.1% | $4,437-19.4% | $6,711-46.7% |
| Admin fee / account holder | $1,241 | $6,406-80.6% | $5,613-77.9% | $11,407-89.1% |