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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 | $197,213 | $124,425+58.5% | $112,040+76.0% | $137,256+43.7% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 17.54% | 24.72%-7.2pp | 24.52%-7.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,663 | $3,411-51.3% | $2,954-43.7% | $4,156-60.0% |
| Participant deferral / active EE | $7,702 | $5,718+34.7% | $5,098+51.1% | $6,407+20.2% |
| Admin fee / account holder | $4,228 | $15,207-72.2% | $12,098-65.1% | $12,270-65.5% |