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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 | $193,919 | $98,760+96.4% | $149,715+29.5% | $79,858+142.8% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 13.46% | 27.43%-14.0pp | 276.66%-263.2pp | 31.72%-18.3pp |
| Employer contribution / active EE | $1,121 | $3,217-65.2% | $4,645-75.9% | $2,471-54.6% |
| Participant deferral / active EE | $9,101 | $5,681+60.2% | $6,842+33.0% | $3,740+143.3% |
| Admin fee / account holder | $1,437 | $6,053-76.3% | $9,310-84.6% | $5,306-72.9% |