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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 | $175,693 | $95,406+84.2% | $185,849-5.5% | $85,847+104.7% |
| Participation rate | 74.3% | 68.8%+5.5pp | 81.7%-7.4pp | 69.3%+5.0pp |
| Annual return | 16.83% | 23.59%-6.8pp | 122.10%-105.3pp | 318.61%-301.8pp |
| Employer contribution / active EE | $572 | $3,314-82.7% | $5,169-88.9% | $2,565-77.7% |
| Participant deferral / active EE | $6,824 | $3,424+99.3% | $5,569+22.5% | $3,952+72.7% |
| Admin fee / account holder | $11,919 | $7,214+65.2% | $16,244-26.6% | $6,261+90.4% |