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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 | $209,826 | $91,559+129.2% | $133,978+56.6% | $79,856+162.8% |
| Participation rate | 76.0% | 73.3%+2.7pp | 79.8%-3.8pp | 69.6%+6.4pp |
| Annual return | 19.10% | 61.85%-42.7pp | 45.10%-26.0pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,081 | $2,384-54.6% | $3,919-72.4% | $2,471-56.2% |
| Participant deferral / active EE | $2,855 | $3,734-23.5% | $5,047-43.4% | $3,741-23.7% |
| Admin fee / account holder | $55,133 | $6,321+772.2% | $8,930+517.4% | $5,306+939.0% |