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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 | $193,958 | $100,279+93.4% | $81,353+138.4% | $145,884+33.0% |
| Participation rate | 70.6% | 74.3%-3.7pp | 69.5%+1.1pp | 80.3%-9.7pp |
| Annual return | 18.25% | 34.49%-16.2pp | 24.82%-6.6pp | 551.85%-533.6pp |
| Employer contribution / active EE | $1,922 | $2,979-35.5% | $2,464-22.0% | $4,662-58.8% |
| Participant deferral / active EE | $4,309 | $4,611-6.5% | $3,885+10.9% | $6,690-35.6% |
| Admin fee / account holder | $1,129 | $8,206-86.2% | $5,766-80.4% | $13,392-91.6% |