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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 | $236,991 | $117,829+101.1% | $102,423+131.4% | $145,877+62.5% |
| Participation rate | 79.2% | 78.6%+0.6pp | 76.5%+2.7pp | 80.3%-1.1pp |
| Annual return | 15.36% | 31.83%-16.5pp | 29.42%-14.1pp | 551.28%-535.9pp |
| Employer contribution / active EE | $1,460 | $3,615-59.6% | $3,023-51.7% | $4,663-68.7% |
| Participant deferral / active EE | $3,824 | $5,732-33.3% | $5,054-24.3% | $6,691-42.8% |
| Admin fee / account holder | $36,385 | $13,335+172.9% | $9,455+284.8% | $13,402+171.5% |