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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 | $117,904+101.0% | $102,457+131.3% | $145,978+62.3% |
| Participation rate | 79.2% | 78.6%+0.6pp | 76.5%+2.7pp | 80.3%-1.1pp |
| Annual return | 15.36% | 31.80%-16.4pp | 29.41%-14.0pp | 550.52%-535.2pp |
| Employer contribution / active EE | $1,460 | $3,613-59.6% | $3,022-51.7% | $4,662-68.7% |
| Participant deferral / active EE | $3,824 | $5,733-33.3% | $5,054-24.3% | $6,690-42.8% |
| Admin fee / account holder | $36,385 | $13,329+173.0% | $9,451+285.0% | $13,400+171.5% |