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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 | $148,357 | $102,828+44.3% | $105,387+40.8% | $152,909-3.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 19.78% | 20.85%-1.1pp | 26.82%-7.0pp | 345.46%-325.7pp |
| Employer contribution / active EE | $3,857 | $4,473-13.8% | $4,213-8.5% | $4,764-19.0% |
| Participant deferral / active EE | $12,074 | $5,465+120.9% | $5,502+119.4% | $5,851+106.3% |
| Admin fee / account holder | $58,089 | $8,683+569.0% | $6,559+785.7% | $11,601+400.7% |