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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 | $182,842 | $118,875+53.8% | $96,572+89.3% | $167,553+9.1% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 9.32% | 50.50%-41.2pp | 37.79%-28.5pp | 478.89%-469.6pp |
| Employer contribution / active EE | $1,429 | $3,121-54.2% | $2,357-39.4% | $4,840-70.5% |
| Participant deferral / active EE | $6,127 | $4,617+32.7% | $3,850+59.2% | $6,343-3.4% |
| Admin fee / account holder | $1,164 | $8,070-85.6% | $6,183-81.2% | $12,316-90.5% |