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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 | $117,904+55.0% | $102,457+78.4% | $145,978+25.2% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 9.72% | 31.80%-22.1pp | 29.41%-19.7pp | 550.52%-540.8pp |
| Employer contribution / active EE | $1,903 | $3,613-47.3% | $3,022-37.0% | $4,662-59.2% |
| Participant deferral / active EE | $6,881 | $5,733+20.0% | $5,054+36.1% | $6,690+2.9% |
| Admin fee / account holder | $48,207 | $13,329+261.7% | $9,451+410.0% | $13,400+259.7% |