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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 | $158,521 | $98,240+61.4% | $82,312+92.6% | $147,586+7.4% |
| Participation rate | 78.9% | 79.7%-0.8pp | 76.9%+2.1pp | 82.8%-3.9pp |
| Annual return | 14.75% | 30.85%-16.1pp | 25.88%-11.1pp | 578.59%-563.8pp |
| Employer contribution / active EE | $2,228 | $3,192-30.2% | $2,428-8.3% | $4,876-54.3% |
| Participant deferral / active EE | $6,638 | $4,383+51.4% | $3,706+79.1% | $5,439+22.1% |
| Admin fee / account holder | $12,247 | $8,563+43.0% | $5,608+118.4% | $10,886+12.5% |