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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 | $189,339 | $91,559+106.8% | $133,978+41.3% | $79,856+137.1% |
| Participation rate | 75.8% | 73.3%+2.4pp | 79.8%-4.1pp | 69.6%+6.1pp |
| Annual return | 12.49% | 61.85%-49.4pp | 45.10%-32.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,109 | $2,384-53.5% | $3,919-71.7% | $2,471-55.1% |
| Participant deferral / active EE | $6,656 | $3,734+78.3% | $5,047+31.9% | $3,741+78.0% |
| Admin fee / account holder | $17,405 | $6,321+175.3% | $8,930+94.9% | $5,306+228.0% |