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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 | $186,860 | $115,814+61.3% | $101,275+84.5% | $158,982+17.5% |
| Participation rate | 76.9% | 79.4%-2.4pp | 75.8%+1.1pp | 82.0%-5.0pp |
| Annual return | 23.16% | 56.16%-33.0pp | 46.48%-23.3pp | 302.99%-279.8pp |
| Employer contribution / active EE | $4,580 | $4,176+9.7% | $3,660+25.1% | $4,763-3.8% |
| Participant deferral / active EE | $9,981 | $4,958+101.3% | $4,371+128.4% | $5,983+66.8% |
| Admin fee / account holder | $46,905 | $7,249+547.1% | $5,948+688.6% | $11,252+316.9% |