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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 | $190,238 | $110,379+72.4% | $102,412+85.8% | $145,884+30.4% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 13.72% | 24.84%-11.1pp | 24.94%-11.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $2,331 | $4,216-44.7% | $3,870-39.8% | $4,662-50.0% |
| Participant deferral / active EE | $4,415 | $5,622-21.5% | $5,060-12.7% | $6,690-34.0% |
| Admin fee / account holder | $5,895 | $9,745-39.5% | $8,388-29.7% | $13,392-56.0% |