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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 | $184,940 | $102,382+80.6% | $147,005+25.8% | $80,874+128.7% |
| Participation rate | 70.6% | 75.8%-5.3pp | 82.2%-11.6pp | 67.6%+2.9pp |
| Annual return | 13.37% | 134.89%-121.5pp | 418.76%-405.4pp | 35.62%-22.2pp |
| Employer contribution / active EE | $2,777 | $3,715-25.3% | $4,934-43.7% | $2,756+0.8% |
| Participant deferral / active EE | $9,816 | $6,646+47.7% | $8,070+21.6% | $4,297+128.5% |
| Admin fee / account holder | $30,833 | $7,942+288.2% | $13,006+137.1% | $6,935+344.6% |