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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 | $189,225 | $102,422+84.7% | $147,117+28.6% | $80,959+133.7% |
| Participation rate | 72.7% | 75.9%-3.1pp | 82.2%-9.5pp | 67.7%+5.1pp |
| Annual return | 16.40% | 135.16%-118.8pp | 420.54%-404.1pp | 35.67%-19.3pp |
| Employer contribution / active EE | $2,719 | $3,717-26.8% | $4,932-44.9% | $2,757-1.4% |
| Participant deferral / active EE | $10,988 | $6,652+65.2% | $8,065+36.3% | $4,300+155.5% |
| Admin fee / account holder | $1,525 | $7,953-80.8% | $12,993-88.3% | $6,925-78.0% |