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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 | $233,855 | $102,429+128.3% | $147,096+59.0% | $80,925+189.0% |
| Participation rate | 72.0% | 75.9%-3.9pp | 82.2%-10.2pp | 67.7%+4.3pp |
| Annual return | 20.01% | 135.02%-115.0pp | 419.75%-399.7pp | 35.65%-15.6pp |
| Employer contribution / active EE | $3,257 | $3,716-12.3% | $4,936-34.0% | $2,756+18.2% |
| Participant deferral / active EE | $5,798 | $6,649-12.8% | $8,071-28.2% | $4,299+34.9% |
| Admin fee / account holder | $478 | $7,957-94.0% | $13,005-96.3% | $6,940-93.1% |