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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 | $193,735 | $141,001+37.4% | $112,228+72.6% | $139,487+38.9% |
| Participation rate | 77.8% | 79.2%-1.4pp | 72.4%+5.3pp | 80.3%-2.6pp |
| Annual return | 14.75% | 32.75%-18.0pp | 30.23%-15.5pp | 373.84%-359.1pp |
| Employer contribution / active EE | $2,598 | $4,285-39.4% | $3,432-24.3% | $4,755-45.4% |
| Participant deferral / active EE | $7,910 | $5,877+34.6% | $4,800+64.8% | $6,713+17.8% |
| Admin fee / account holder | $65,043 | $9,959+553.1% | $7,752+739.1% | $11,407+470.2% |