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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 | $211,563 | $117,859+79.5% | $102,438+106.5% | $145,959+44.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 10.12% | 31.72%-21.6pp | 29.37%-19.2pp | 561.95%-551.8pp |
| Employer contribution / active EE | $1,037 | $3,615-71.3% | $3,024-65.7% | $4,661-77.8% |
| Participant deferral / active EE | $3,227 | $5,732-43.7% | $5,054-36.2% | $6,689-51.8% |
| Admin fee / account holder | $40,509 | $13,318+204.2% | $9,448+328.8% | $13,398+202.4% |