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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 | $167,856 | $102,385+63.9% | $147,080+14.1% | $80,935+107.4% |
| Participation rate | 75.9% | 75.9%0pp | 82.2%-6.3pp | 67.7%+8.2pp |
| Annual return | 11.92% | 135.09%-123.2pp | 420.17%-408.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $2,875 | $3,717-22.7% | $4,933-41.7% | $2,757+4.3% |
| Participant deferral / active EE | $7,126 | $6,651+7.2% | $8,066-11.7% | $4,299+65.8% |
| Admin fee / account holder | $13,810 | $7,951+73.7% | $12,989+6.3% | $6,924+99.4% |