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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 | $160,689 | $106,905+50.3% | $84,020+91.2% | $152,885+5.1% |
| Participation rate | 78.6% | 75.2%+3.3pp | 69.0%+9.6pp | 82.5%-3.9pp |
| Annual return | 15.67% | 105.00%-89.3pp | 71.31%-55.6pp | 345.39%-329.7pp |
| Employer contribution / active EE | $1,351 | $2,735-50.6% | $1,984-31.9% | $4,763-71.6% |
| Participant deferral / active EE | $2,918 | $4,012-27.3% | $3,239-9.9% | $5,851-50.1% |
| Admin fee / account holder | $1,372 | $8,287-83.4% | $6,101-77.5% | $11,598-88.2% |