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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 | $145,717 | $51,638+182.2% | $68,368+113.1% | $82,448+76.7% |
| Participation rate | 78.9% | 63.6%+15.3pp | 73.8%+5.2pp | 68.1%+10.9pp |
| Annual return | 14.74% | 37.53%-22.8pp | 292.57%-277.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,084 | $2,047+1.8% | $2,649-21.3% | $2,551-18.3% |
| Participant deferral / active EE | $3,778 | $2,914+29.7% | $4,123-8.4% | $4,139-8.7% |
| Admin fee / account holder | $18,241 | $4,643+292.8% | $5,150+254.2% | $7,234+152.1% |