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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 | $182,762 | $117,895+55.0% | $102,460+78.4% | $145,897+25.3% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 9.72% | 31.92%-22.2pp | 29.47%-19.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $1,903 | $3,619-47.4% | $3,025-37.1% | $4,663-59.2% |
| Participant deferral / active EE | $6,881 | $5,736+20.0% | $5,056+36.1% | $6,689+2.9% |
| Admin fee / account holder | $48,207 | $13,353+261.0% | $9,460+409.6% | $13,390+260.0% |