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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 | $195,355 | $154,209+26.7% | $130,062+50.2% | $139,487+40.1% |
| Participation rate | 76.2% | 82.0%-5.8pp | 78.5%-2.3pp | 80.3%-4.1pp |
| Annual return | 16.07% | 32.52%-16.5pp | -137.37%+153.4pp | 373.84%-357.8pp |
| Employer contribution / active EE | $2,807 | $5,292-47.0% | $4,322-35.1% | $4,755-41.0% |
| Participant deferral / active EE | $8,013 | $6,709+19.4% | $5,821+37.7% | $6,713+19.4% |
| Admin fee / account holder | $27,469 | $13,988+96.4% | $10,601+159.1% | $11,407+140.8% |