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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 | $172,892 | $111,830+54.6% | $93,696+84.5% | $145,884+18.5% |
| Participation rate | 87.0% | 74.2%+12.7pp | 68.7%+18.2pp | 80.3%+6.7pp |
| Annual return | 23.41% | 204.08%-180.7pp | 133.74%-110.3pp | 551.85%-528.4pp |
| Employer contribution / active EE | $1,598 | $3,093-48.3% | $2,422-34.0% | $4,662-65.7% |
| Participant deferral / active EE | $3,461 | $4,920-29.7% | $4,417-21.6% | $6,690-48.3% |
| Admin fee / account holder | $126,424 | $10,249+1133.5% | $8,287+1425.6% | $13,392+844.0% |