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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 | $206,301 | $100,147+106.0% | $81,286+153.8% | $145,877+41.4% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 10.27% | 34.44%-24.2pp | 24.80%-14.5pp | 551.28%-541.0pp |
| Employer contribution / active EE | $1,760 | $2,977-40.9% | $2,463-28.5% | $4,663-62.3% |
| Participant deferral / active EE | $4,501 | $4,607-2.3% | $3,883+15.9% | $6,691-32.7% |
| Admin fee / account holder | $677 | $8,201-91.7% | $5,764-88.3% | $13,402-94.9% |