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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 | $235,082 | $97,125+142.0% | $86,233+172.6% | $137,256+71.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 14.88% | 74.19%-59.3pp | 61.39%-46.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $486 | $2,841-82.9% | $2,504-80.6% | $4,156-88.3% |
| Participant deferral / active EE | $851 | $5,180-83.6% | $4,559-81.3% | $6,407-86.7% |
| Admin fee / account holder | $1,144 | $9,725-88.2% | $8,342-86.3% | $12,270-90.7% |