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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 | $117,829+79.6% | $102,423+106.6% | $145,877+45.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 10.12% | 31.83%-21.7pp | 29.42%-19.3pp | 551.28%-541.2pp |
| Employer contribution / active EE | $1,037 | $3,615-71.3% | $3,023-65.7% | $4,663-77.8% |
| Participant deferral / active EE | $3,227 | $5,732-43.7% | $5,054-36.2% | $6,691-51.8% |
| Admin fee / account holder | $40,509 | $13,335+203.8% | $9,455+328.5% | $13,402+202.3% |