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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 | $181,818 | $150,412+20.9% | $120,574+50.8% | $145,884+24.6% |
| Participation rate | 72.7% | 78.8%-6.1pp | 71.9%+0.8pp | 80.3%-7.6pp |
| Annual return | 13.93% | 154.50%-140.6pp | 107.42%-93.5pp | 551.85%-537.9pp |
| Employer contribution / active EE | $2,024 | $4,355-53.5% | $3,471-41.7% | $4,662-56.6% |
| Participant deferral / active EE | $4,824 | $6,175-21.9% | $4,996-3.4% | $6,690-27.9% |
| Admin fee / account holder | $3,337 | $12,224-72.7% | $9,445-64.7% | $13,392-75.1% |