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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 | $244,156 | $111,787+118.4% | $93,681+160.6% | $145,978+67.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 13.31% | 203.52%-190.2pp | 133.47%-120.2pp | 550.52%-537.2pp |
| Employer contribution / active EE | $2,040 | $3,093-34.1% | $2,422-15.8% | $4,662-56.2% |
| Participant deferral / active EE | $9,241 | $4,918+87.9% | $4,415+109.3% | $6,690+38.1% |
| Admin fee / account holder | $55,566 | $10,256+441.8% | $8,290+570.3% | $13,400+314.7% |