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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 | $176,991 | $118,869+48.9% | $96,575+83.3% | $167,518+5.7% |
| Participation rate | 77.8% | 75.5%+2.3pp | 69.8%+8.0pp | 82.1%-4.3pp |
| Annual return | 20.29% | 50.49%-30.2pp | 37.79%-17.5pp | 478.71%-458.4pp |
| Employer contribution / active EE | $2,692 | $3,120-13.7% | $2,357+14.2% | $4,838-44.4% |
| Participant deferral / active EE | $6,420 | $4,616+39.1% | $3,849+66.8% | $6,342+1.2% |
| Admin fee / account holder | $3,452 | $8,067-57.2% | $6,182-44.2% | $12,312-72.0% |