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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 | $176,409 | $98,776+78.6% | $149,745+17.8% | $79,856+120.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 16.36% | 27.38%-11.0pp | 276.72%-260.4pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,327 | $3,217-27.7% | $4,646-49.9% | $2,471-5.8% |
| Participant deferral / active EE | $7,436 | $5,681+30.9% | $6,843+8.7% | $3,741+98.8% |
| Admin fee / account holder | $31,090 | $6,053+413.7% | $9,312+233.9% | $5,306+485.9% |