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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 | $222,604 | $96,643+130.3% | $86,617+157.0% | $139,456+59.6% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 13.57% | 106.57%-93.0pp | 591.91%-578.3pp | 373.45%-359.9pp |
| Employer contribution / active EE | $1,306 | $3,264-60.0% | $3,023-56.8% | $4,753-72.5% |
| Participant deferral / active EE | $1,649 | $4,835-65.9% | $4,437-62.8% | $6,711-75.4% |
| Admin fee / account holder | $1,117 | $6,406-82.6% | $5,613-80.1% | $11,407-90.2% |