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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 | $100,139+86.5% | $85,187+119.3% | $145,884+28.1% |
| Participation rate | 81.3% | 74.1%+7.2pp | 67.5%+13.7pp | 80.3%+0.9pp |
| Annual return | 13.09% | 84.15%-71.1pp | 66.67%-53.6pp | 551.85%-538.8pp |
| Employer contribution / active EE | $1,254 | $3,238-61.3% | $2,732-54.1% | $4,662-73.1% |
| Participant deferral / active EE | $8,824 | $5,296+66.6% | $4,525+95.0% | $6,690+31.9% |
| Admin fee / account holder | $1,098 | $7,262-84.9% | $6,162-82.2% | $13,392-91.8% |