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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 | $186,807 | $100,073+86.7% | $85,126+119.4% | $145,877+28.1% |
| Participation rate | 81.3% | 74.1%+7.1pp | 67.5%+13.7pp | 80.3%+0.9pp |
| Annual return | 13.09% | 84.11%-71.0pp | 66.63%-53.5pp | 551.28%-538.2pp |
| Employer contribution / active EE | $1,254 | $3,236-61.2% | $2,731-54.1% | $4,663-73.1% |
| Participant deferral / active EE | $8,824 | $5,294+66.7% | $4,523+95.1% | $6,691+31.9% |
| Admin fee / account holder | $1,098 | $7,261-84.9% | $6,160-82.2% | $13,402-91.8% |